Malnik Wealth Management, LLC

Overview

Malnik Wealth Management, LLC is a small, client-focused advisory firm that concentrates on portfolio management for individual and family clients. The firm operates on a percentage-of-AUM fee model and runs primarily discretionary mandates, favoring equity-focused strategies. Its business mix includes advisory work alongside registered representative activities with a broker-dealer and insurance brokerage, which suggests a blend of fee-based portfolio management and commission-capable products when appropriate. Investment activity is tilted heavily toward publicly traded equities, with the firm signaling a clear preference for exchange-traded instruments. Although not positioned as an ESG-focused adviser, Malnik Wealth Management appears to use conventional equity allocations as the anchor of client portfolios and supplements those core exposures with select mutual funds and third-party alternative vehicles for diversification or income needs.

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Public Holdings

Investments & Alternatives

Location & Offices