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Riskin Wealth Management
RISKIN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in NEWTOWN, CT. The firm manages approximately $20 million in regulatory assets.
Riskin Wealth Management
RISKIN WEALTH MANAGEMENT, LLC is an SEC-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
Frequently asked questions
Who runs investment decisions at Riskin Wealth Management?
Riskin Wealth Management's investment committee and key personnel are not publicly identified. The firm is registered with the SEC as an RIA, which requires disclosure of certain executive officers and direct owners on its Form ADV. As of mid-2026, no named CIO or CEO appears in public sources outside of regulatory filings.
Is Riskin Wealth Management structured as a single family office or a multi-family office?
Riskin Wealth Management operates as an RIA that serves multiple families, effectively a multi-family office. Unlike a single-family office, it pools capital from a client base of high-net-worth individuals and families to make investments. Its RIA registration with the SEC requires it to act as a fiduciary.
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.
Which sectors does Riskin Wealth Management explicitly avoid?
Public records do not list any explicit sector exclusions. Based on its known asset-class focus on private credit, real estate, and infrastructure, it likely avoids public equities, fixed income, and venture-stage technology investments.
Where does the underlying wealth come from?
The client base for Riskin Wealth Management consists of high-net-worth individuals and families. The origin of that wealth — whether from entrepreneurship, inheritance, or other sources — is not disclosed by the firm and not available in public records.
Does Riskin Wealth Management maintain philanthropic structures, and how are they separated?
No philanthropic structures (such as a donor-advised fund or private foundation) are publicly associated with Riskin Wealth Management. The firm appears to operate strictly as a wealth management and investment entity with no marketed charitable arm.
Profile maintained by Altss 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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