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MAIMON WEALTH MANAGEMENT LTD.

RA'ANANA, Israel · CRD 298566 · IAPD ↗ · maimonwealth.com · 972 54 696 6638

$156.5MRegulatory AUM
3Advisory reps
5Employees
5Clients
1-10Planning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

33
April 2026 — MAIMON WEALTH MANAGEMENT LTD. reported RAUM up 41% ($111.4M -> $156.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — MAIMON WEALTH MANAGEMENT LTD. reported RAUM up 25% ($71.7M -> $89.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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