Samalin Wealth
Samalin Wealth is an SEC-registered mass-market adviser in Chappaqua, NY with $490.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Samalin Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142214, SEC 801-67465, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $490.5M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Chappaqua, NY
- Employees
- 13
- Clients
- 544
- CRD
- 142214
- Ownership
- SAMALIN, ANDREW, EVAN; KOWALCHUK, THOMAS, JAY; BERNSTEIN, DANIEL, ADAM; MCKEE, MARIA, JOLANTA; WHEELER, YVETTE
How much AUM does Samalin Wealth have?
Samalin Wealth reported $490.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Samalin Wealth?
Disclosed owners and executives of Samalin Wealth include SAMALIN, ANDREW, EVAN, KOWALCHUK, THOMAS, JAY, BERNSTEIN, DANIEL, ADAM, MCKEE, MARIA, JOLANTA, WHEELER, YVETTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.