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- Custodian
- Interactive Brokers · SEI · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2021
- Office Locations
- 1
Office Locations
About Malone Wealth Ventures LLC
Malone Wealth Ventures provides discretionary asset management and wealth-building advice for serious investors across trust, retirement, brokerage, and 401(k) accounts. The firm emphasizes deep market research, technical analysis, and cyclical rotations for tactical portfolio management, with a focus on emerging innovation themes and tax-advantaged investing. Public filings indicate an ETF-centric implementation approach.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
KEVIN MAXWELL MALONE
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President
- CRD
- #6443764
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,577,029 | $263,751 |
| Non-Discretionary | $400,000 | $394,319 |
| Total | $41,977,029 | $274,632 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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