Riskin Wealth Management, LLC

RIASEC Registered
Total AUM
$20.1M
Discretionary
$20.1M
100% of AUM
Avg account
$224K
Accounts
90
Employees
1
Advisory reps
1

Firm details

Headquarters
Newtown, Connecticut
CRD number
306161
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.15%
  • Individuals22.85%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Riskin Wealth Management, LLC operates as an independent, owner-operated registered investment adviser serving individual and family clients. The firm provides fee-based wealth services using a mix of billing methods — percentage of AUM as well as hourly and fixed fees — and offers financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. FINTRX flags the firm as not actively integrating ESG into its process and not operating across multiple states. The firm lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 7%, Cash & Cash Equivalents 2%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Ross Riskin

    Ross Riskin

    Founder and Managing MemberCRD 7188657

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Newtown, CT

Fairfield

Location

Newtown, CT

Headquartered in Newtown, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
33 Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth