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).

Current Firm Details
525 Cedar Hill Ave., Suite 15, Wyckoff, NJ 07481
http://www.maltinwealth.com/
By the Numbers
  • Total Assets Under Management
    263
    MILLION
  • Total Number of Accounts
    930
    ACCOUNTS
  • Average Account Value
    $282,928
Compensation Options
  • A percentage of assets under your management
  • 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
Peter Maltin, financial advisor Paramus NJ
Peter L. Maltin
CRD#: 4216725
Paramus, NJ 07652

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.

2
Lauren Ricca, financial advisor Wyckoff NJ
Lauren A. Ricca
CRD#: 4856342
525 Cedar Hill Ave.,, Suite 15, Wyckoff, NJ 07481

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.

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