Samalin Wealth

RIASEC Registered

Total AUM

$491M

Discretionary

$445M

91% of AUM

Avg account

$381K

Accounts

1,289

Employees

Advisory reps

Firm details

Headquarters: Chappaqua, New York
CRD number: 142214
Registered since: February 15, 2007
Website: samalinwealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.95%
Individuals24.86%
Pension & Profit Sharing Plans0.94%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Samalin Wealth is an independent registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses, and also serves institutional clients. The firm is SEC-registered (registered in 2007) and is owned by an individual. Its fee arrangements include a percentage of assets under management, hourly billing and fixed fees. Samalin Wealth was recognized on FA Magazine’s Top RIA Firms list in 2020. The firm does not position itself as a capital allocator; instead it sources third‑party managers for certain alternative exposures and uses traditional vehicles and advisory accounts to implement client plans. Samalin Wealth is not listed as an active ESG investor in the source data.