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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2025
- Office Locations
- 1
Office Locations
About Rodino Wealth Management LLC
Rodino Wealth Management is a Pennsylvania-registered RIA offering a single-fee model that combines financial planning and investment management, along with budgeting support and insurance solutions. The firm uses MoneyGuideElite for planning and builds diversified, goal-aligned portfolios, with client assets custodied at Charles Schwab. Public ADV data indicates SMA portfolios are predominantly ETFs.
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Owner & Executives
Robert Joseph Rodino Jr.
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7708115
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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