Maltin Wealth Management, Inc.
Maltin Wealth Management, Inc. (CRD# 164330) is a financial advisory firm headquartered in Wyckoff, NJ. They manage $263,122,957 in 930 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management263MILLION
Total Number of Accounts930ACCOUNTS
Average Account Value$282,928
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, NJ, NY, TX
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.
Lauren Ricca (CRD# 4856342) is an Investment Advisor Representative working at Maltin Wealth Management, Inc. in Wyckoff, NJ and has over 15 years of experience in the finance industry. Lauren Ricca 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.