Updated:
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...
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 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.
Is Maltin Wealth Management structured as a single family office or a multi-family office?
The firm is registered as an RIA, not a family office. It serves multiple high-net-worth clients, suggesting a multi-family office or wealth management firm rather than a single-family structure.
Does Maltin Wealth Management make direct investments in companies?
Direct investments are not publicly reported. The firm likely focuses on fund commitments and publicly traded securities through its advisory role.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: