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Maimon Wealth Management Ltd.

● SEC registered since 2018CRD 298566SEC# 801-114294Ra'anana
Export (members)
Reg. AUM
$111.4M
Employees
4
Accounts
171
Location
Ra'anana

Maimon Wealth Management Ltd. assets under management

Maimon Wealth Management Ltd. operates as an SEC-registered investment adviser based in Ra'anana. The firm has been registered since 2018. It reports $111.4 million in regulatory assets under management and employs 4 people.
www.maimonwealth.comView on SEC.gov ↗

Maimon Wealth Management Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Bension Shalom Maimon ControlChief Executive Officer And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Maimon Wealth Management Ltd. manage?

Maimon Wealth Management Ltd. reports $111.4 million in regulatory assets under management on its Form ADV.

How many employees does Maimon Wealth Management Ltd. have?

Maimon Wealth Management Ltd. reports 4 employees.

Where is Maimon Wealth Management Ltd. located?

Maimon Wealth Management Ltd. is based in Ra'anana and has been SEC-registered since 2018.

Does Maimon Wealth Management Ltd. disclose fund performance?

Maimon Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressEhad Ha'am 54b, Ra'anana 4321128
Phone972 54 696 6638
Fax972 9 951 8118
Office hoursBy Appointment
SEC regionHQ
Discloses disciplinary historyNo

Assets under management

Discretionary$111.3M
Non-discretionary$81K
Total (RAUM)$111.4M