MALTIN WEALTH MANAGEMENT, INC.
SEC RegisteredAn Advisor You Can Trust to Be There When Needed
About the firm
Maltin Wealth Management, Inc is a registered investment advisor (RIA) that works with clients to protect, grow, and manage their wealth through comprehensive wealth planning. The firm provides high-touch financial management and serves as a personal CFO to ensure clients' finances are integrated and working toward their goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning including private banking, wealth management, investment management, coordination with trusted professionals, tax liability incorporation, and estate planning.
Who they serve
Individuals, families, institutions, and not-for-profit institutions at each life stage.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 75 | $29M |
| High Net Worth Individuals | 126 | $461M |
| Charitable Organizations | 7 | $8.6M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MALTIN WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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