Malone Wealth Ventures LLC

Overview

Malone Wealth Ventures LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model is flexible — charging a percentage of assets under management alongside hourly and fixed-fee engagements — which suggests work with both ongoing advisory relationships and project-based planning engagements. Investment activity centers on public equities, with a clear preference for exchange-traded instruments. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Malone Wealth Ventures relies on third-party managers for its alternative investments rather than operating proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices