RIA · CRD 142214SEC-Registered

Updated:

Samalin Wealth

SAMALIN WEALTH is an SEC-registered investment adviser in CHAPPAQUA, NY, registered since 2007. The firm manages $491 million in assets, with $445 million on a...

Samalin Wealth logo

Samalin Wealth

SAMALIN WEALTH is an SEC-registered investment adviser in CHAPPAQUA, NY, registered since 2007. The firm manages $491 million in assets, with $445 million on a discretionary basis. It has 13 employees and 8 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What investment stages does Samalin Wealth typically target?

Samalin Wealth's target investment stages are not publicly disclosed. There is no recorded participation in venture capital, growth equity, buyout, or credit strategies in any known database or news source. The firm's stage preference remains unobservable.

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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles