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MALTIN WEALTH MANAGEMENT, INC.
CRD 164330 · SEC 801-77022
CA, United States
Phone
201-215-3855
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$507.2M
Discretionary AUM
$479.5M
Team
5 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $28.8M |
| High net worth individuals | 126 | $461.4M |
| Pension/profit sharing plans | 7 | $8.6M |
| Corporations/business entities | 6 | $8.3M |
States served
CA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD