DBA: SAMALIN WEALTH
| Total AUM | $490.5M |
| Discretionary | $445.3M91% of AUM |
| Non-Discretionary | $45.3M |
| Client Accounts | 1,289 |
| Avg Account Size | $381K |
| Employees | 13 |
| Peak AUM | $490.5MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $491M | +16.6% | +17.6% | +12.5% | |
| Discretionary AUM | |||||
| Total AUM | $490.5M |
| Discretionary | $445.3M |
| Employees | 13 |
| Client Accounts | 1289 |
| Client Range | 1-10 |
Address
297 KING STREET
CHAPPAQUA NY 10514
Phone
914-666-6600
Filing History
53 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$445M
90.8% of AUM
Non-Discretionary
$45M
9.2% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$491M
| $445M |
| +17.6% |
| +18.8% |
| +13.2% |
| Non-Disc. AUM | $45M | +7.7% | +8.2% | +7.1% |
| Total Accounts | 1k | +5.7% | +4.6% | +8.0% |
| Avg Account Size | $380,561.448 | +10.4% | +12.4% | +4.2% |
| Employees | 13 | 7.1% | +2.7% | 0.0% |
| AUM / Employee | $38M | +25.6% | +14.5% | +12.5% |
Client AUM Segments | |||||
| Wealth AUM | $485M | +17.7% | +17.3% | +12.2% | |
| Institutional AUM | $6M | 32.5% | +61.4% | — | |
Client Count Segments | |||||
| HNW Clients | 417 | +0.7% | +0.1% | +4.7% | |
| Institutional | 5 | — | — | — | — |
| Individuals | 122 | +14.0% | +14.6% | +9.1% | |