Maltin Wealth Management, Inc.

Overview

Maltin Wealth Management, Inc. is an independent, owner-operated registered investment adviser that combines fee-based portfolio management with financial planning across individual, family and institutional clients. The firm leans heavily on pooled public funds and ETFs as primary building blocks for client portfolios, while also maintaining a smaller sleeve of direct equity positions. Services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include both a percentage-of-AUM structure and fixed fees. Investment posture favors broad exposure through mutual funds and ETFs rather than concentrated single-stock bets. The firm is not identified as an active ESG investor and operates under a single-state registration footprint. The emphasis on public funds, together with targeted allocations to real estate/REIT strategies, suggests a core-satellite approach: core exposure via diversified funds and ETFs, complemented by alternative real asset exposure for income and diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices