RISKIN WEALTH MANAGEMENT, LLC

Overview

Riskin Wealth Management, LLC is an independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management, pension consulting services and educational workshops. The firm operates with an owner-led structure and emphasizes managed portfolios built primarily from publicly traded pooled funds rather than direct security selection. Its advisory model supports fee arrangements by percentage of AUM, as well as hourly and fixed-fee engagements, which aligns with working closely with a relatively small client base and offering planning and project work alongside ongoing portfolio oversight. The firm does not position itself as an ESG investor and is not structured as a multi-state adviser. It maintains an affiliation with accounting professionals, which suggests a tax-aware approach to planning and portfolio construction for individual and family clients. Riskin Wealth Management does not act as a capital allocator in the sense of running proprietary funds; instead it deploys third-party managers and product wrappers to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices