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COLETTA CAPITAL, LLC
CRD 322161
159 CROCKER PARK BLVD, SUITE 400, WESTLAKE, OH, 44145, United States
Phone
440-641-0153
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.2M
Discretionary AUM
$7.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $3.7M |
| High net worth individuals | 2 | $3.2M |
| Charitable organizations | 1 | $249K |
All web addresses on file
Official SEC filing: View on IAPD