Malnik Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized asset management to individual clients and their families with an emphasis on retirement preparation and ongoing portfolio management. Services are delivered primarily on a discretionary basis and include management of both custodial accounts and “held‑away” retirement/education accounts (e.g., 401(k), 403(b), HSA, 529) via a third‑party order‑management platform.
Investment decisions are grounded in fundamental analysis and proprietary allocation models, with portfolios most commonly built from individual equities and income‑oriented ETFs and implemented through a mix of active and passive strategies as appropriate to client objectives. The firm incorporates incidental financial planning as part of its asset management engagements but does not offer standalone comprehensive financial plans.
Noteworthy features include staff with prior broker‑dealer registered representative experience and professionals who are separately licensed insurance agents; the brochure discloses that insurance sales can generate commissions and describes related conflict‑of‑interest safeguards. The firm manages approximately $102 million for a few hundred individual clients, uses a third‑party platform to implement held‑away account rebalancing without taking custody, and requires limited powers of attorney for discretionary accounts.
Client services
Expertise
Fee options
1.5% annually (standard advisory fee, negotiable)
Main office
Clarksville MD
Advisors at this office
2
Most active in
Maryland · Texas
Also doing business as
Malnik Wealth Management, LLC · Retirement Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Leon M
Series 63, Series 66
Clarksville, MD
Malnik Wealth Management, LLC
Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.
Joshua M
Series 63, Series 65
Clarksville, MD
Malnik Wealth Management, LLC
Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to advisory work, he is also licensed to sell fixed and traditional insurance products. Malnik Wealth Management, LLC provides personalized asset management primarily to individual clients and their families, focusing on retirement preparation and ongoing portfolio management. The firm employs fundamental analysis and proprietary allocation models to build portfolios using individual equities and income-oriented ETFs, combining active and passive strategies according to client goals.
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