Maltin Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 27, 2026, reports $507M in regulatory assets under management, 5 employees, and 1,034 accounts.
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
126
2
Individuals
35.0%
75
3
Pension Plans
3.3%
7
4
Corporations
2.8%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$507Mas of February 27, 2026
Discretionary94.5%
$480M
95% of total RAUM94.5%
Non-discretionary5.5%
$28M
5% of total RAUM5.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$507M
Total Accounts1,034
10Y AUM Change+$361M (+247.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
10Y Employee Change+1 (+25.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.