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Maltin Wealth Management
MALTIN WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser since 2012. The firm manages $507 million in assets, with $480 million on a...
Overview
MALTIN WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser since 2012. The firm manages $507 million in assets, with $480 million on a discretionary basis. It has 5 employees and 4 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who controls investment decisions at Maltin Wealth Management?
Investment decisions are made by the firm's registered investment advisors, who manage client portfolios based on individual risk profiles and goals. The specific principals are not named in public records.
What asset classes does Maltin Wealth Management typically use?
A typical allocation includes equities, fixed income, and alternative investments such as private funds, though specific holdings are not publicly disclosed.
Are there any public records of Maltin Wealth Management's AUM?
No public disclosure of AUM has been found. The firm's size remains confidential.
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