# Samalin Wealth

Samalin Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://samalinwealth.com
- **LinkedIn:** https://www.linkedin.com/company/samalin-wealth

## Regulatory record

- **CRD number:** 142214
- **SEC file number:** 801-67465
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142214

## About

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.

## 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.

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- [Beacon Bay Asset Management](https://altss.com/profile/beacon-bay-asset-management-llc)
- [CTF Financial Services](https://altss.com/profile/ctf-financial-services-inc)

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Last updated: 2026-07-06T01:24:24.904Z

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