Maltin Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$490,246,257
Clients
201
Advisors
4
of 5 employees
About
Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities, on both discretionary and non-discretionary bases. The firm delivers advice through bespoke advisory engagements as well as a sponsored wrap-fee program that bundles investment management and trade execution.
MWM’s investment process blends top‑down macroeconomic analysis with bottom‑up security selection, using both fundamental and technical methods to construct diversified portfolios across mutual funds, ETFs, structured notes, individual equities and fixed income. The firm tailors allocations to clients’ time horizons, tax status and risk tolerance, and often incorporates multigenerational planning conversations to align family objectives.
Noteworthy distinctions include operating its own wrap-fee program and incorporating derivatives and structured outcome products (for example, options, structured notes and buffered/defined‑outcome ETFs) within client accounts, as well as the limited use of margin/borrowings when authorized by the client—each of which introduces additional complexity and specific risks. MWM also describes itself as a fiduciary, offers access to a professional network of legal and tax advisers, and does not impose a minimum portfolio size for participation in its Program.
Client services
Expertise
Fee options
$0 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Fee-only: Financial planning and consulting fees generally up to $20,000, negotiable and fixed fee on a stand-alone basis. May be offset against asset management fees up to $5,000 annually.
Main office
Ridgewood NJ
Advisors at this office
4
Most active in
California · Florida · New Hampshire · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Avempt Wealth Management LLC · Avempt Wealth Management, Inc. · Maltin Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Advisors at this firm
William S
Series 65
Ridgewood, NJ
Maltin Wealth Management, Inc.
William Scholz is a Series 65-licensed advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with four years of industry experience and over a decade at Maltin Wealth Management. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of top-down macroeconomic analysis and bottom-up security selection to create diversified portfolios tailored to clients’ time horizons, tax status, and risk tolerance.
Sergio R
CFP®, Series 63, Series 66
Ridgewood, NJ
Maltin Wealth Management, Inc.
Sergio Rodriguez is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Maltin Wealth Management, Inc., where he has worked since 2023. Prior to this, he held roles at Lincoln Financial Advisors Corporation and Cornerstone Institutional Investors, among others. Maltin Wealth Management provides fee-only financial planning, portfolio management, and consulting services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses a combination of top-down macroeconomic analysis and bottom-up security selection to build diversified portfolios tailored to clients’ specific needs and often includes multigenerational planning.
Peter M
Series 65, Series 66
Ridgewood, NJ
Maltin Wealth Management, Inc.
Peter Maltin is a financial advisor at Maltin Wealth Management, Inc. in Ridgewood, NJ, with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Maltin Wealth Management since 2012. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm manages approximately $425 million in client assets and employs a combined top-down and bottom-up investment process that includes fundamental and technical analysis, offering diversified portfolios with mutual funds, ETFs, and structured products.
Gerald B
CFP®, Series 65
Ridgewood, NJ
Maltin Wealth Management, Inc.
Gerald Brown is a CFP® and Series 65-licensed financial advisor at Maltin Wealth Management, Inc. with 11 years of industry experience. He previously worked at Janney Montgomery Scott and Ernst and Young LLP before joining Maltin Wealth Management in 2022. Maltin Wealth Management is a fee-only, SEC-registered advisory firm serving individuals, trusts, estates, retirement plans, and other entities. The firm combines macroeconomic analysis with fundamental and technical security selection to build diversified portfolios, using mutual funds, ETFs, structured notes, options, and individual securities, and offers multi-generational planning and continuous client reviews.
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