Malnik Wealth Management, LLC

Malnik Wealth Management, LLC (CRD# 311814) is a financial advisory firm headquartered in , . They manage $49,402,528 in 156 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.malnikwealthmgmt.com/
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    156
    ACCOUNTS
  • Average Account Value
    $316,683
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX

Financial Advisors at Malnik Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leon Malnik, financial advisor Clarksville MD
Leon F. Malnik
CRD#: 2311383
Clarksville, MD

Leon Malnik (CRD# 2311383) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 31 years of experience in the finance industry.

2
Joshua Malnik, financial advisor Clarksville MD
Joshua S. Malnik
CRD#: 6645401
Clarksville, MD

Joshua Malnik (CRD# 6645401) is an Investment Advisor Representative working at Malnik Wealth Management, LLC in Clarksville, MD and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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