MALNIK WEALTH MANAGEMENT, LLC

MALNIK WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 311814). Regulatory assets under management: $101.9M.

Registration

• CRD: 311814
• Type: Registered investment adviser
• Phone: 646-395-3900
• Latest filing: 2026-03-29
• Regulatory AUM: $101.9M
• Discretionary AUM: $101.9M
• Clients: 2
• Accounts: 338

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311814 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search