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MALTIN WEALTH MANAGEMENT, INC.

· CRD 164330 · IAPD ↗ · maltinwealth.com · 201-215-3855

$507.2MRegulatory AUM
4Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — MALTIN WEALTH MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — MALTIN WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($425.5M -> $507.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2025 — MALTIN WEALTH MANAGEMENT, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — MALTIN WEALTH MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.