Overview
Assets Under Management: $157 million
High-Net-Worth Clients: 81
Average Client Assets: $1.8 million
Frequently Asked Questions
MAIMON WEALTH MANAGEMENT LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298566), MAIMON WEALTH MANAGEMENT LTD. is subject to fiduciary duty under federal law.
MAIMON WEALTH MANAGEMENT LTD. serves 81 high-net-worth clients according to their SEC filing dated April 28, 2026. View client details ↓
According to their SEC Form ADV, MAIMON WEALTH MANAGEMENT LTD. offers financial planning and portfolio management for individuals. View all service details ↓
MAIMON WEALTH MANAGEMENT LTD. manages $157 million in client assets according to their SEC filing dated April 28, 2026.
According to their SEC Form ADV, MAIMON WEALTH MANAGEMENT LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.73%
Average Client Assets: $1.8 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 298566
Filing ID: 2093106
Last Filing Date: 2026-04-28 12:58:34