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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- HarborFrontier
- Established Date
- 01-26-2021
- Office Locations
- 1
Office Locations
About Malnik Wealth Management, LLC
Malnik Wealth Management, LLC is a boutique RIA in Clarksville, MD focused on retirement planning and ongoing wealth management for individuals and families. The firm emphasizes building long-term wealth through market investing, typically implementing portfolios with ETFs and disciplined asset allocation and risk management. Custody includes Charles Schwab, and the practice supports held-away assets via Pontera.
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Owner & Executives
LEON FRANK MALNIK
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2311383
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Joshua Simon Malnik
Investment Advisor
- CRD
- #6645401
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,947,324 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,947,324 | -- |
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Separately Managed Accounts
Total SMA Asset: $101,947,324
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,051,902,213 | 60.2% |
| Cash | $2,017,702,792 | 39.8% |
| Total | $5,069,605,005 | 100.0% |