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MALVERN RIDGE WEALTH MANAGEMENT
CRD 297714
700 EAST PALISADE AVE, 1ST FLOOR, ENGLEWOOD CLIFFS, NJ, 07632, United States
Phone
908 451 3177
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$5.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $5.8M |
| Pension/profit sharing plans | 2 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD