Maltin Wealth Management, Inc.

Maltin Wealth Management, Inc. (CRD# 164330) is a financial advisory firm headquartered in Paramus, NJ. They manage $146,149,423 in 812 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    146
    MILLION
  • Total Number of Accounts
    812
    ACCOUNTS
  • Average Account Value
    $179,987
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NJ, NY, TX

Financial Advisors at Maltin Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jordan L. Crowley
CRD#: 6225976
650 From Road, Suite 161, Paramus, NJ 07652
91
Wealthminder
score

Jordan Crowley (CRD# 6225976) is an Investment Advisor Representative working at Maltin Wealth Management, Inc. in Paramus, NJ and has 1 year of experience in the finance industry. Jordan Crowley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter L. Maltin
CRD#: 4216725
650 From Road, Suite 161, Paramus, NJ 07652
88
Wealthminder
score

Peter Maltin (CRD# 4216725) is an Investment Advisor Representative and Principal at Maltin Wealth Management, Inc. in Paramus, NJ and has over 17 years of experience in the finance industry.

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