Multi-Family OfficeRIA · CRD 306161

Updated:

Riskin Wealth Management

RISKIN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NEWTOWN, CT. The firm manages approximately $20 million in regulatory assets.

Riskin Wealth Management

RISKIN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in NEWTOWN, CT. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Does Riskin Wealth Management participate in fund commitments or only direct deals?

The firm uses a mix of fund commitments, direct investments, and co-investments. Its RIA structure allows it to allocate client capital to private funds (private credit, real estate, infrastructure) as well as source direct deals. Exact allocation percentages are not public.

What investment stages does Riskin Wealth Management typically target?

Riskin Wealth Management focuses on late-stage private assets, including direct holdings in real estate and infrastructure, alongside private credit funds that target mezzanine lending, direct lending, and structured finance. It does not appear to pursue venture capital or early-stage equity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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