# Maimon Wealth Management Ltd.

> Maimon Wealth Management Ltd. is an SEC-registered investment advisory firm in Ra'Anana, Israel, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 298566
- Filed as: MAIMON WEALTH MANAGEMENT LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ra'Anana, Israel
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298566
- AdvisorCensus page: https://advisorcensus.com/firm/maimon-wealth-management-ltd-ra-anana-298566

## Quick answers

**How is Maimon Wealth Management Ltd. compensated?**
On its Form ADV (Item 5.E, October 2026), Maimon Wealth Management Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Maimon Wealth Management Ltd. charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $400 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Maimon Wealth Management Ltd. located?**
Maimon Wealth Management Ltd.'s principal office is in Ra'Anana, Israel, according to its Form ADV.

**Is Maimon Wealth Management Ltd. registered with the SEC or a state?**
Maimon Wealth Management Ltd. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298566.

**How much does Maimon Wealth Management Ltd. manage?**
Maimon Wealth Management Ltd. reports $156,529,147 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**How have Maimon Wealth Management Ltd.'s assets and staff changed since 2021?**
In the Form ADV data for Maimon Wealth Management Ltd.: Regulatory assets under management: $45,570,946 in the October 2021 data and $156,529,147 in the October 2026 data, up 243%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maimon Wealth Management Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (81); individuals (other than high net worth individuals) (33).

**Which custodians does Maimon Wealth Management Ltd. use?**
Maimon Wealth Management Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Leumi LE Israel BM and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Maimon Wealth Management Ltd. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/298566

**Does Maimon Wealth Management Ltd. state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "MWM generally requires a minimum relationship size of $500,000 to effectively implement its investment process."

**What changed in Maimon Wealth Management Ltd.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $111,395,384 to $156,529,147 (+41%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $500,000

> MWM generally requires a minimum relationship size of $500,000 to effectively implement its investment process.

- Minimum annual fee: $10,000

> Additionally, the Advisor generally requires a minimum annual fee of $10,000, which may be waived or negotiated at the sole discretion of the Advisor.

- Hourly rate: $400 an hour (Financial Planning Services)

> MWM offers financial planning services either on an hourly or fixed fee basis. Hourly fees start at $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank Leumi LE Israel BM
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $156,529,147
- Discretionary: $156,529,147
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $11,382,105 |
| High net worth individuals | 81 | $145,147,042 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [maimonwealth.com](https://maimonwealth.com)
- [maimonwealthdirect.com](https://maimonwealthdirect.com)
- [sustainablestrategies.co.il](https://sustainablestrategies.co.il)
- Facebook @maimonwealth
- LinkedIn @maimon-wealth-management
- LinkedIn @sustainablestrategies

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $45,570,946 | 4 | June 3, 2021 |
| October 2022 | $65,046,754 | 4 | March 9, 2022 |
| October 2023 | $71,654,722 | 5 | March 10, 2023 |
| October 2024 | $89,718,029 | 3 | March 1, 2024 |
| October 2025 | $111,395,384 | 4 | March 3, 2025 |
| October 2026 | $156,529,147 | 5 | April 28, 2026 |

Regulatory assets under management: $45,570,946 in the October 2021 data and $156,529,147 in the October 2026 data, up 243%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $111,395,384 to $156,529,147 (+41%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maimon Wealth Management Ltd. (CRD 298566): Form ADV filing data as of October 2026.