Woloshin Investment Management, LLC
Woloshin Investment Management, LLC is an SEC-registered mass-market adviser in Medford, NJ with $180.4M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Woloshin Investment Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132346, SEC 801-126037, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $180.4M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Medford, NJ
- Employees
- 3
- Clients
- 410
- CRD
- 132346
- Ownership
- EGAN, SUSAN, BOCHNOWSKI; WOLOSHIN, MICHAEL, ALLAN
How much AUM does Woloshin Investment Management, LLC have?
Woloshin Investment Management, LLC reported $180.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Woloshin Investment Management, LLC?
Disclosed owners and executives of Woloshin Investment Management, LLC include EGAN, SUSAN, BOCHNOWSKI, WOLOSHIN, MICHAEL, ALLAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.