Kolash Wealth Strategies, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,574,000
Clients
42
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$251,762
About
Kolash Wealth Strategies, LLC is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and employer retirement plans. Services include ongoing investment supervisory services guided by an Investment Policy Statement and fee‑based financial planning offered on fixed or hourly terms.
The firm constructs client portfolios using a mix of fundamental, technical, and cyclical analysis and documents risk tolerance and objectives in each client’s Investment Policy Statement. Strategies can include long‑ and short‑term trading and, when appropriate, margin transactions and options writing; accounts are reviewed at least quarterly and the adviser generally acts with discretionary authority.
A distinguishing feature is the adviser’s affiliation with an accounting firm and status as a certified public accountant, which the brochure says can lead to coordinated accounting and tax‑related services alongside investment advice. The brochure also discloses an outside activity as a professional volleyball official (limited hours), and the firm’s small scale—roughly four dozen client relationships and about $10.5 million in assets under management—means clients typically work directly with the sole adviser.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Fee options
Fixed fees for financial planning services ranging from $200 to $5,000
$1 - $100,000: 1.50% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.25% $2,000,000+: 0.00%
$210 per hour for financial planning services
Main office location
Kolash Wealth Strategies, LLC
2711 N. Mason Street
Appleton WI 54914, United States
Number of offices
1
Most active in
Kolash Wealth Strategies, LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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