Maimon Wealth Management Ltd.
- Regulatory AUM
- $157M
- Discretionary
- $157M
- Clients
- 114
- Avg AUM / client
- $1.4M
- Accounts
- 188
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Apr 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $11.4M | 7.27% |
| High net worth individuals | 81 | $145M | 92.7% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Maimon, Bension, Shalom | Chief Executive Officer And Chief Compliance Officer | Jun 2015 (11y) | 75% or more |
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) | 04/28/2026 | 938 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $115M (73% of AUM) Apr 2026
- Bank Leumi Le Israel B.M. $24.5M (16% of AUM) Apr 2026
- First International Bank Of Israel Ltd $13.7M (21% of AUM) Mar 2022
- Bank Hapoalim B.M. $11.1M (17% of AUM) Mar 2022
- Bank Leumi $4.1M (14% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 28, 2026.
View current Form ADV (SEC/IAPD) ↗