MALONE WEALTH VENTURES LLC
MALONE WEALTH VENTURES LLC is an SEC-registered investment adviser (CRD 312782). Regulatory assets under management: $42.0M.
Registration
- CRD: 312782
- SEC file number: 801-120414
- Type: Registered investment adviser
- Phone: 530-519-7540
- Latest filing: 2026-03-25
- Regulatory AUM: $42.0M
- Discretionary AUM: $41.6M
- Non-discretionary AUM: $400K
- Clients: 1
- Accounts: 112
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Malone Kevin Maxwell | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
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