Riskin Wealth Management, LLC
Firm details
- Headquarters
- Newtown, Connecticut
- CRD number
- 306161
- Website
- riskinwealth.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Ross Riskin
Founder and Managing MemberCRD 7188657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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