RISKIN WEALTH MANAGEMENT, LLC

RISKIN WEALTH MANAGEMENT, LLC of NEWTOWN, CT is an SEC-registered investment adviser (CRD 306161). Regulatory assets under management: $20.1M.

Registration

• CRD: 306161
• Type: Registered investment adviser
• Location: 33 MAIN STREET, NEWTOWN, CT, 06470
• Phone: (203) 344-5632
• Latest filing: 2026-03-12
• Regulatory AUM: $20.1M
• Discretionary AUM: $20.1M
• Clients: 1
• Accounts: 90

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search