# Malone Wealth Ventures LLC

> Malone Wealth Ventures LLC is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 312782
- Filed as: MALONE WEALTH VENTURES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312782
- AdvisorCensus page: https://advisorcensus.com/firm/malone-wealth-ventures-llc-312782

## Quick answers

**How is Malone Wealth Ventures LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Malone Wealth Ventures LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Malone Wealth Ventures LLC registered with the SEC or a state?**
Malone Wealth Ventures LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312782.

**How much does Malone Wealth Ventures LLC manage?**
Malone Wealth Ventures LLC reports $41,977,029 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (99% discretionary).

**What types of clients does Malone Wealth Ventures LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (1).

**Does Malone Wealth Ventures LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312782

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,977,029
- Discretionary: $41,577,029
- Non-discretionary: $400,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $22,977,029 |
| High net worth individuals | 1 | $19,000,000 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- malonewealth.com
- X @vineyard_cap

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Malone Wealth Ventures LLC (CRD 312782): Form ADV filing data as of October 2026.