Rodino Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rodino Wealth Management LLC provides discretionary and non-discretionary asset management and related financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities; the firm reports about 17 clients and manages roughly $1.3 million in client assets. The adviser charges fees based on a percentage of assets under management and offers financial planning review topics (wills, estate planning, taxes, qualified plans, insurance, retirement income, Social Security, and college planning) at no additional cost.
The firm tailors investment programs to documented client goals and risk tolerances using fundamental and technical analysis, conducts quarterly account reviews that address rebalancing and tax‑loss harvesting, and allows clients to grant either discretionary or non‑discretionary authority. RWM requires the use of a specific custodian (Charles Schwab & Co.) for client accounts, manages each account separately rather than aggregating trades, and does not routinely vote client proxy ballots.
Distinctive features include that the firm’s founder and sole advisor holds an APMA designation, founded the firm in 2025, and maintains a licensed insurance agent activity that generates commission compensation but is disclosed and limited to under 10% of the advisor’s time. For a small, recently formed independent advisory firm, the combination of no account minimums, included financial planning services, the advisor’s insurance affiliation, and the firm’s separate‑account trading practice are notable details for prospective clients to consider when evaluating potential conflicts and execution practices.
Client services
Expertise
Fee options
$0 - $49,999: 2.00% annually $50,000 - $200,000: 1.15% annually $200,001 - $500,000: 1.00% annually $500,001+: 0.80% annually
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance; typical commission amounts not specified.
Main office
Latrobe PA
Advisors at this office
1
Most active in
Florida · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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