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MALTIN WEALTH MANAGEMENT, INC.
CRD 164330File 801-77022
APPROVED
Retail clients
Custody
Filing as of Feb 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$507.2M
Above cohort median (national)
Discretionary AUM
$479.5M
Non-discretionary $27.6M
Clients
214
1,034 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 13, 2012
- Principal office
- Not reported
- Phone
- 201-215-3855
- Website
- HTTP://WWW.MALTINWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $507.2M
- Discretionary AUM
- $479.5M
- Non-discretionary AUM
- $27.6M
- Discretionary accounts
- 1,017
- Non-discretionary accounts
- 17
- Total accounts
- 1,034
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $8.3M |
| High net worth individuals | 126 | $461.4M |
| Pension and profit sharing plans | 7 | $8.6M |
| Individuals (other than high net worth individuals) | 75 | $28.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.