Maimon Wealth Management Ltd.
● SEC registered since 2018CRD 298566SEC# 801-114294Ra'anana
Reg. AUM
$156.5M
Employees
5
Accounts
188
Location
Ra'anana
Maimon Wealth Management Ltd. assets under management
Maimon Wealth Management Ltd. operates as an SEC-registered investment adviser based in Ra'anana. The firm has been registered since 2018. It reports $156.5 million in regulatory assets under management and employs 5 people.
Maimon Wealth Management Ltd. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bension Shalom Maimon Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Maimon Wealth Management Ltd. manage?
Maimon Wealth Management Ltd. reports $156.5 million in regulatory assets under management on its Form ADV.
How many employees does Maimon Wealth Management Ltd. have?
Maimon Wealth Management Ltd. reports 5 employees.
Where is Maimon Wealth Management Ltd. located?
Maimon Wealth Management Ltd. is based in Ra'anana and has been SEC-registered since 2018.
Does Maimon Wealth Management Ltd. disclose fund performance?
Maimon Wealth Management Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Ehad Ha'am 54b, Ra'anana 4321128 |
| Phone | 972 54 696 6638 |
| Fax | 972 9 951 8118 |
| Office hours | By Appointment |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$156.5M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$156.5Mregulatory AUM
Discretionary $156.5M