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RISKIN WEALTH MANAGEMENT, LLC
CRD 306161
33 MAIN STREET, UNIT 2, NEWTOWN, CT, 06470, United States
Phone
(203) 344-5632
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.1M
Discretionary AUM
$20.1M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.6M |
| High net worth individuals | 9 | $15.5M |
All web addresses on file
Official SEC filing: View on IAPD