Maltin Wealth Management, Inc.
- Regulatory AUM
- $507M
- Discretionary
- $480M
- Clients
- 214
- Avg AUM / client
- $2.4M
- Accounts
- 1,034
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $28.8M | 5.68% |
| High net worth individuals | 126 | $461M | 91.0% |
| Pension and profit sharing plans | 7 | $8.6M | 1.7% |
| Corporations and other businesses | 6 | $8.3M | 1.64% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter L Maltin | Principal / Chief Compliance Officer | Sep 2012 (14y) | 75% or more | |
| Gerald Zachary Brown | Registered representative | CFP | May 2022 (4y) | |
| William Max Scholz | Registered representative | Oct 2022 (4y) | ||
| Sergio Daniel Rodriguez | Registered representative | CFP | May 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Brokerage Services $507M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗