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- Custodian
- Betterment · Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
About Rincon Wealth Management
Rincon Wealth Management is an independent financial services firm focused on retirement-oriented planning, helping clients with accumulation and distribution goals. Services include retirement income strategies, IRA/401(k) rollovers and legacy planning, tax-efficient strategies, asset preservation, investments, annuities, life insurance, and ongoing wealth management. Founder Scott Malone also publishes retirement-planning guidance and hosts educational events.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT RYAN MALONE
Chief Compliance Officer, Managing Member
- CRD
- #5847339
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,157,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,157,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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