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Maltin Wealth Management, Inc.

● SEC registered since 2012CRD 164330SEC# 801-77022
Export (members)
Reg. AUM
$425.5M
Employees
5
Accounts
1,123
Location
—

Maltin Wealth Management, Inc. assets under management

Maltin Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2012. It reports $425.5 million in regulatory assets under management and employs 5 people.
www.maltinwealth.comView on SEC.gov ↗

Maltin Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Peter L Maltin ControlPrincipal / Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Maltin Wealth Management, Inc. manage?

Maltin Wealth Management, Inc. reports $425.5 million in regulatory assets under management on its Form ADV.

How many employees does Maltin Wealth Management, Inc. have?

Maltin Wealth Management, Inc. reports 5 employees.

Does Maltin Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Phone201-215-3855
Office hoursBy Appointment
SEC regionNew York Regional Office (NYRO)
CIK164330
Discloses disciplinary historyNo

Assets under management

Discretionary$399.2M
Non-discretionary$26.3M
Total (RAUM)$425.5M