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Maltin Wealth Management, Inc.

Maltin Wealth Management, Inc.. CRD 164330

Maltin Wealth Management, Inc. logo

CRD: 164330

Maltin Wealth Management, Inc.

Ridgewood, NJ
2012153855
www.maltinwealth.com
$507.2M Total AUM
$479.5M Disc. AUM
19.5% 3Y CAGR
5 Employees
215 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
08-13-2012
Office Locations
1

Office Locations

-- Ridgewood NJ

About Maltin Wealth Management, Inc.

Maltin Wealth Management is a Ridgewood, NJ RIA providing integrated financial planning and investment management, acting as a personal CFO for clients across life stages, including business owners. The firm builds customized portfolios focused on protecting and growing wealth through asset allocation and risk management, using vehicles such as mutual funds and ETFs. Custody is supported via Fidelity/NFS and planning workflows leverage eMoney.

Team overview

36 AVG AGE
$126.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
6.2 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Oak

Investment Themes

Pathway Eagle harbor Capital frontier

Investment Vehicles

Glacier

Services

Beacon prime Pioneer bridge Element fusion Horizon Ember Alpha peak

Owner & Executives

PETER L MALTIN

PETER L MALTIN

Chief Compliance Officer, Principal

CRD
#4216725
Ownership
75% or more
(315) 572-4336
element.wave@horizoncapital.com
in linkedin.com/in/oak-wave

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Contacts

G

GERALD ZACHARY BROWN

Advisor

CRD
#6398094
(816) 748-7248
timber.peak@peakcapital.com
in linkedin.com/in/peak-vector
Sergio Daniel Rodriguez

Sergio Daniel Rodriguez

Certified Financial Planner

CRD
#6679755
(695) 893-5886
vector.optima@peakcapital.com
in linkedin.com/in/glacier-timber
M

Momentum optima

Foundation unison

CRD
#68225
(610) 303-2197
unison.optima@zenithcapital.com
in linkedin.com/in/summit-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-23-2022
03-13-2023
03-18-2024
02-18-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $479,547,348 $471,531
Non-Discretionary $27,647,939 $1,626,349
Total $507,195,287 $490,518

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Separately Managed Accounts

Total SMA Asset: $507,195,287

$507.2M Total SMA
Public Funds:
24.4%
Municipal Bonds:
37.0%
Cash:
22.6%
Equity - Exchange:
7.6%
Corporate - Investment Grade:
8.4%
Asset class Assets Assets %
Public Funds $620,677,282 24.4%
Municipal Bonds $941,190,960 37.0%
Cash $574,889,614 22.6%
Equity - Exchange $193,325,711 7.6%
Corporate - Investment Grade $213,675,785 8.4%
Total $2,543,759,352 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RIDGE TIMBER OPTIMA NORTH EMBER 0T9R0CZIK VTI 5.69% $17,679,367
VALUE VITAL PRIME HARBOR MATRIX S063GJY0F UWO 10.95% $32,228,001
PIONEER LEGACY HORIZON MERIDIAN MATRIX HF99CQNN7 SRK 6.05% $36,977,116
EMBER CAPITAL CATALYST HARBOR HORIZON 2Q5E9V64E XZQWJ 6.89% $18,467,756
CAPITAL MERIDIAN VITAL ATLAS EAGLE YKLRQXE6R WQME 12.39% $11,332,318
PEAK NORTH VITAL NORTH 263029TK2 WNA 2.06% $76,770,478
MATRIX WAVE OPTIMA ELEMENT J9YS6HENS SNP 7.06% $40,144,985
FRONTIER OAK ELEMENT VALUE 7D3EW8MGX ZZW 10.83% $13,392,613

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