# Maltin Wealth Management, Inc.

> Maltin Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 164330
- Filed as: MALTIN WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164330
- AdvisorCensus page: https://advisorcensus.com/firm/maltin-wealth-management-inc-164330

## Quick answers

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

**Is Maltin Wealth Management, Inc. registered with the SEC or a state?**
Maltin Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 164330.

**How much does Maltin Wealth Management, Inc. manage?**
Maltin Wealth Management, Inc. reports $507,195,287 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (95% discretionary).

**How have Maltin Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Maltin Wealth Management, Inc.: Regulatory assets under management: $269,921,120 in the October 2021 data and $507,195,287 in the October 2026 data, up 88%. Total employees: 3 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 Maltin Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (126); individuals (other than high net worth individuals) (75); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Maltin Wealth Management, Inc. use?**
Maltin Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Maltin Wealth Management, Inc. 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/164330

**Does Maltin Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 27, 2026 says: "MWM does not impose a minimum portfolio size or minimum annual fee for starting or maintaining an account."

**What changed in Maltin Wealth Management, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $425,480,367 to $507,195,287 (+19%). Registered or notice-filed in NH.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 27, 2026)

- Account minimum: None

> MWM does not impose a minimum portfolio size or minimum annual fee for starting or maintaining an account.

- Minimum annual fee: None

> MWM does not impose a minimum portfolio size or minimum annual fee for starting or maintaining an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $507,195,287
- Discretionary: $479,547,348
- Non-discretionary: $27,647,939

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 75 | $28,809,095 |
| High net worth individuals | 126 | $461,437,162 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $8,618,448 |
| Corporations or other businesses not listed above | 6 | $8,330,582 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maltinwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $269,921,120 | 3 | June 24, 2021 |
| October 2022 | $302,585,000 | 2 | August 23, 2022 |
| October 2023 | $301,813,687 | 4 | March 13, 2023 |
| October 2024 | $356,313,000 | 5 | March 18, 2024 |
| October 2025 | $425,480,367 | 5 | February 18, 2025 |
| October 2026 | $507,195,287 | 5 | February 27, 2026 |

Regulatory assets under management: $269,921,120 in the October 2021 data and $507,195,287 in the October 2026 data, up 88%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $425,480,367 to $507,195,287 (+19%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maltin Wealth Management, Inc. (CRD 164330): Form ADV filing data as of October 2026.