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Malnik Wealth Management
Malnik Wealth Management, LLC is a state-registered investment adviser with $102 million in regulatory assets under management. The firm has 2 employees and...
Overview
Malnik Wealth Management, LLC is a state-registered investment adviser with $102 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Malnik Wealth Management?
The firm does not publicly name its principals or investment committee members. As an RIA, it is legally required to have a designated chief compliance officer, but specific individuals are not disclosed in public records or industry databases.
What investment stages or asset classes does Malnik Wealth Management target?
The firm does not disclose specific asset class allocations or target investment stages. Typical RIAs in this category allocate across a mix of equities, fixed income, and alternatives, but no confirmed details are available for Malnik Wealth Management.
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