A complete list of active advisors currently associated with Colemma Asset Management LLC

Warmer can help you find a great advisor at Colemma Asset Management LLC or one who fits your needs even better.

Colemma Asset Management LLC provides discretionary asset management to individual clients, including high‑net‑worth individuals, delivering ongoing portfolio management tailored to each client's stated goals and restrictions. The firm handles investment selection, asset allocation, and portfolio monitoring while documenting client objectives and any client‑imposed limitations. Investment decisions are informed by fundamental analysis and may emphasize long‑term purchases, with strategies set according to each client's time horizon and risk tolerance. Colemma operates with discretionary trading authority, conducts quarterly account reviews, and monitors portfolios for rebalancing and potential tax‑loss harvesting opportunities. The firm is very small and recently established, managing $386,557 in discretionary assets for four clients and operating as a single‑advisor practice whose principal maintains a substantial outside role in the healthcare sector. Unlike many peers, Colemma does not aggregate trades across client accounts, may receive economic benefits from custodians, and does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at Colemma Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Needham	Norwood, MA	3

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