A complete list of active advisors currently associated with Malnik Wealth Management, LLC
Warmer can help you find a great advisor at Malnik Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Malnik Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clarksville, MD
| 8
| |
Clarksville, MD
| 33
|
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