Malakoff Wealth

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
8
Advisory reps
6

Firm details

Headquarters
Danville, California
CRD number
132290
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial Planning

Firm profile

FINTRX

Overview

Malakoff Wealth is organized as a limited liability company and is owned by an individual. The firm focuses on providing financial planning services and bills clients through a mix of hourly charges, fixed fees and other non-asset-based arrangements. According to available records the adviser does not position itself as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a pension consultant or related adviser.

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 6
  • Joel Malakoff

    Joel Malakoff

    Registered Principal, Wealth AdvisorCRD 4756234

  • Erny Malakoff

    Erny Malakoff

    Wealth AdvisorCRD 1528654

  • Kellie Raasch

    Kellie Raasch

    Registered Administrative AssociateCRD 7183605

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Danville, CA

Contra Costa

Location

Danville, CA

Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
809 Podva Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth