S
$490.5M Total AUM
$445.3M Disc. AUM
17.1% 3Y CAGR
13 Employees
544 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2007
- Office Locations
- 4
Office Locations
297 King Street Chappaqua NY
537 Houston Street Coppell TX
-- Peekskill NY
About Samalin Wealth
Samalin Wealth is a Chappaqua-based RIA with 4 offices. The firm has been operating for 19 years. Managing $490.5M in total assets under management, with 8 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
55 AVG AGE
$61.3M AVG AUM / ADVISOR
$901.7K AVG AUM / CLIENT
7.1 yrs AVG TENURE
13 Employees
8 Advisory Reps
8 RIA Reps
19yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ANDREW EVAN SAMALIN
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #2133744
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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THOMAS JAMES BEATTIE
--
- CRD
- #2599387
Available
Available
Available
J
JOHN R FUSSELL
Advisor
- CRD
- #4420111
Available
Available
Available
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,267,272 | $359,957 |
| Non-Discretionary | $45,276,434 | $870,701 |
| Total | $490,543,706 | $380,561 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
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Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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