# Maimon Wealth Management

Maimon Wealth Management is a Bank / Wealth / Trust based in Ra'anana, Israel.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ra'anana, Israel
- **Region:** Middle East
- **Address:** Ra'anana, Israel
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** maimonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/maimon-wealth-management

## Regulatory record

- **CRD number:** 298566
- **SEC file number:** 801-114294
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-28T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298566

## About

Founded in 2015 and headquartered in Ra'anana, Maimon Wealth Management operates as a cross-border wealth advisory firm. Its client base spans high-net-worth individuals, families, trusts, and estates located primarily in Israel and the United States. The firm structures engagements on both a discretionary and non-discretionary basis, which gives clients the option to retain final say over investment decisions or delegate full authority. The firm's core capability is investment management blended with holistic financial planning and consulting. A typical client engagement pulls together portfolio construction, retirement planning, and multi-generational trust advisory under one roof — a model common among independent wealth managers competing with private banks. Maimon's scale is difficult to assess precisely. It maintains a deliberately low profile: no known regulatory AUM filings, no major press features, and no investor-conference presence have surfaced. Its professional headcount is not publicly reported. Structurally, Maimon's differentiator is its binational regulatory and cultural fluency. An independent firm in Ra'anana advising across Israeli and US legal frameworks occupies a niche that larger banks often service through separate country silos. This architecture allows continuity for families with assets and heirs on both sides of the Atlantic — a specific governance advantage rather than a marketing claim.

## Questions

### Who leads the firm and sets investment policy?

Specific principals and their professional backgrounds are not publicly disclosed through the firm's limited digital footprint. No named founder, CEO, or CIO has been identified in available sources. An institutional counterparty should request a management biography and organizational chart as part of standard operational due diligence.

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Last updated: 2026-08-11T02:43:31.692Z

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