Rodino Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 335891
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rodino Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker, combining advisory work with insurance distribution. It charges fees based on a percentage of AUM and is not positioned as a capital allocator or pension consultant. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Robert Rodino
OwnerCRD 7708115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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