Overview
Assets Under Management: $421 million
Headquarters: CHAPPAQUA, NY
High-Net-Worth Clients: 107
Average Client Assets: $3 million
Frequently Asked Questions
SAMALIN WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142214), SAMALIN WEALTH is subject to fiduciary duty under federal law.
SAMALIN WEALTH is headquartered in CHAPPAQUA, NY.
SAMALIN WEALTH serves 107 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, SAMALIN WEALTH offers financial planning and portfolio management for individuals. View all service details ↓
SAMALIN WEALTH manages $421 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, SAMALIN WEALTH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,220
Discretionary Accounts: 1,162
Non-Discretionary Accounts: 58
Regulatory Filings
CRD Number: 142214
Filing ID: 2036978
Last Filing Date: 2026-01-14 08:27:00