RIA Intel›Advisers›New Jersey›MALVERN RIDGE WEALTH MANAGEMENT

MALVERN RIDGE WEALTH MANAGEMENT

Advisory

ENGLEWOOD CLIFFS, NJ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$364K

across 22 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$6M

Non-Discretionary AUM$2M

Discretionary %71.9%

Total Clients22

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

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

22 clients

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

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Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

KLEINER CAPITAL MANAGEMENT, LLC

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$8M

-79.2% 1Y

FINANCIAL FREEDOM MANAGEMENT LLC

$8M

FRANK CAPITAL MANAGEMENT LLC

$8M

MEYEROWITZ, MARK

$8M

ADES WEALTH MANAGEMENT INC.

ALLENHURST, NJ

$8M

ALPENGLOW ADVISORS LLC

$8M

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