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Malnik Wealth Management, LLC

Headquartered in CLARKSVILLE, MD

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Firm Information

Malnik Wealth Management, LLC is an investment advisor registered with the SEC. The firm manages approximately $49.4 million in assets for 156 clients, including 19 high-net-worth individuals and 78 individuals other than high-net-worth. The firm offers portfolio management for individuals.

Malnik Wealth Management, LLC

$49.40M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MALNIK WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

CLARKSVILLE, MD

Advisors at Malnik Wealth Management, LLC

View All 2 Advisors
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Leon Frank Malnik

RA

CLARKSVILLE, MD

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Joshua Simon Malnik

RA

CLARKSVILLE, MD

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Disclosures

There are no public disclosures for Malnik Wealth Management, LLC.

Frequently Asked Questions (6)

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