Overview
Assets Under Management: $425 million
High-Net-Worth Clients: 123
Average Client Assets: $3 million
Frequently Asked Questions
MALTIN WEALTH MANAGEMENT, INC. 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 #164330), MALTIN WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MALTIN WEALTH MANAGEMENT, INC. serves 123 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, MALTIN WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MALTIN WEALTH MANAGEMENT, INC. manages $425 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, MALTIN WEALTH MANAGEMENT, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.70
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,123
Discretionary Accounts: 1,102
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 164330
Last Filing Date: 2025-02-18 00:00:00
Website: https://maltinwealth.com