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WOLOSHIN INVESTMENT MANAGEMENT, LLC

B58
CRD 132346·SEC 801-126037·MEDFORD, NJ
AUM
$180.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$541K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD
132346
SEC file #
801-126037
EIN
—
DBA names
—

Economics

AUM
$180.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$116.5M → $180.4M▲ +55%
Client mix
Individuals Other361
Other49

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
MEDFORD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
twitter.com/mwoloshininvest?lang=en(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WOLOSHIN, MICHAEL, ALLAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WOLOSHIN, MICHAEL, ALLAN
EGAN, SUSAN, BOCHNOWSKI
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:woloshin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
732640
Trust Company Affiliate
No

People (3)

3
WOLOSHIN, MICHAEL, ALLAN
IAR · Direct Owner · 87.5%
732640
EGAN, SUSAN, BOCHNOWSKI
IAR · Executive Officer · 2.5%
5188244
KATIE Woloshin Corsetto
IAR
6063553