RIA Intel›Advisers›Maryland›MALNIK WEALTH MANAGEMENT, LLC

MALNIK WEALTH MANAGEMENT, LLC

Advisory

MD

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in MD

#361

of 468 advisers by AUM

Average account

$302K

across 338 accounts

AUM per adviser

$51M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$102M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$102M

Discretionary AUM$102M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients216

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

216 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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