Malakoff Wealth
Firm details
- Headquarters
- Danville, California
- CRD number
- 132290
- Website
- www.masterwealthllc.com
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Joel Malakoff
Registered Principal, Wealth AdvisorCRD 4756234

Erny Malakoff
Wealth AdvisorCRD 1528654

Kellie Raasch
Registered Administrative AssociateCRD 7183605
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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