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| Maltin Wealth Management Inc
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|
|---|---|
| CRD # | 164330 |
| SEC # | 801-77022 |
| CIK # | 0000164330, 0001764260 |
| AUM | $507.2 M (2026-02-27) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 201-215-3855 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000164330 0001764260 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 8.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 28.8 |
| (b) Individuals (high net worth individuals) | 126 | 461.4 |
| (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 | 7 | 8.6 |
| (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 | 8.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,034 | 507.2 |
| By Discretionary | ||
| Discretionary | 1,017 | 479.5 |
| Non-Discretionary | 17 | 27.6 |
| Total | 1,034 | 507.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 14.2 | |
| United States Persons | 493.0 | |
| Total | 1,034 | 507.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001764260] |
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