RIA Intel›Advisers›Connecticut›RISKIN WEALTH MANAGEMENT, LLC

RISKIN WEALTH MANAGEMENT, LLC

Advisory

NEWTOWN, CT

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CT

#1,140

of 1,312 advisers by AUM

Average account

$224K

across 90 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

23 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

APOGEE TRADING, LLC

$20M

CULPEPPER GROUP LLC

$20M

THREE LAKES ADVISORS, INC.

$20M

RIOUX & COMPANY, LLC

$20M

0.0% 1Y

THE FINANCIAL ADVANTAGE GROUP, LLC

$21M

BALANCED VIEW CAPITAL, LLC

$21M

Get the full picture on RISKIN WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RISKIN WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans