Maltin Wealth Management, Inc.
● SEC registered since 2012CRD 164330SEC# 801-77022
Reg. AUM
$507.2M
Employees
5
Accounts
1,034
Location
—
Maltin Wealth Management, Inc. assets under management
Maltin Wealth Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2012. It reports $507.2 million in regulatory assets under management and employs 5 people.
Maltin Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter L Maltin Control | Principal / Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Maltin Wealth Management, Inc. manage?
Maltin Wealth Management, Inc. reports $507.2 million in regulatory assets under management on its Form ADV.
How many employees does Maltin Wealth Management, Inc. have?
Maltin Wealth Management, Inc. reports 5 employees.
Does Maltin Wealth Management, Inc. disclose fund performance?
Maltin Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 201-215-3855 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| CIK | 164330 |
| Discloses disciplinary history | No |
Regulatory AUM
$507.2M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$507.2Mregulatory AUM
Discretionary $479.5MNon-discretionary $27.6M