Rodino Wealth Management LLC

Overview

Rodino Wealth Management LLC is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm charges fees as a percentage of assets under management and combines financial planning with discretionary portfolio management for individuals and small businesses. It also performs selection-of-other-advisers work, which indicates the firm acts as a capital allocator when clients need access to third‑party managers or specialized strategies. Investment posture is equity‑first: the ADV shows a strong preference for exchange‑traded equities as the primary implementer of client portfolios. The firm is not identified as an active ESG investor, and it also conducts insurance brokerage activities alongside its advisory services. Given the small scale of reported AUM, the adviser appears to focus on directly managed, liquid equity exposure combined with selectively placed funds or manager relationships for non‑equity needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices