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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Maltin Wealth Management Inc
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|---|---|
| CRD # | 164330 |
| SEC # | 801-77022 |
| CIK # | 0001764260, 0000164330 |
| AUM | $425.5 M (2025-02-18) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 201-215-3855 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 8.1 | ||
| Yext Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 14.3 |
| (b) Individuals (high net worth individuals) | 123 | 402.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,123 | 425.5 |
| By Discretionary | ||
| Discretionary | 1,102 | 399.2 |
| Non-Discretionary | 21 | 26.3 |
| Total | 1,123 | 425.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.9 | |
| United States Persons | 412.6 | |
| Total | 1,123 | 425.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001764260] |
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