# Malvern Ridge Wealth Management

> Malvern Ridge Wealth Management is a state-registered investment advisory firm in Englewood Cliffs, NJ, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 297714
- Filed as: MALVERN RIDGE WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Englewood Cliffs, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297714
- AdvisorCensus page: https://advisorcensus.com/firm/malvern-ridge-wealth-management-englewood-cliffs-nj-297714

## Quick answers

**How is Malvern Ridge Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Malvern Ridge Wealth Management 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.

**Where is Malvern Ridge Wealth Management located?**
Malvern Ridge Wealth Management's principal office is in Englewood Cliffs, NJ, according to its Form ADV.

**Is Malvern Ridge Wealth Management registered with the SEC or a state?**
Malvern Ridge Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297714.

**How much does Malvern Ridge Wealth Management manage?**
Malvern Ridge Wealth Management reports $8,015,512 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (72% discretionary).

**What types of clients does Malvern Ridge Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Malvern Ridge Wealth Management 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/297714

## 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: $8,015,512
- Discretionary: $5,761,231
- Non-discretionary: $2,254,281

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,761,231 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,254,281 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- malvernridgewealth.com
- Facebook @Malvern-Ridge-Wealth-Management-109581260950025
- LinkedIn @david-frazier-a427b31b9
- X @ridge_wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Malvern Ridge Wealth Management (CRD 297714): Form ADV filing data as of October 2026.