Malnik Wealth Management, LLC

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Client assets under management

$101,286,549

Clients

216

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

108

Very High

Average account size

$468,919

About

The firm provides personalized asset management to individual clients and their families with an emphasis on retirement preparation and ongoing portfolio management. Services are delivered primarily on a discretionary basis and include management of both custodial accounts and “held‑away” retirement/education accounts (e.g., 401(k), 403(b), HSA, 529) via a third‑party order‑management platform.

Investment decisions are grounded in fundamental analysis and proprietary allocation models, with portfolios most commonly built from individual equities and income‑oriented ETFs and implemented through a mix of active and passive strategies as appropriate to client objectives. The firm incorporates incidental financial planning as part of its asset management engagements but does not offer standalone comprehensive financial plans.

Noteworthy features include staff with prior broker‑dealer registered representative experience and professionals who are separately licensed insurance agents; the brochure discloses that insurance sales can generate commissions and describes related conflict‑of‑interest safeguards. The firm manages approximately $102 million for a few hundred individual clients, uses a third‑party platform to implement held‑away account rebalancing without taking custody, and requires limited powers of attorney for discretionary accounts.

Client services

Portfolio management

Expertise

Retirement income strategy Income planning Wealth management Passive / index investing Real estate investing

Fee options

Percentage

1.5% annually (standard advisory fee, negotiable)

Main office location

Malnik Wealth Management, LLC

Clarksville MD, United States

Number of offices

Most active in

Maryland · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 646-395-3900

Advisors at this firm

Leon M

Series 63, Series 66

Clarksville, MD

Malnik Wealth Management, LLC

Leon Malnik is a financial advisor with Malnik Wealth Management, LLC in Clarksville, MD, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and The Retirement Group, LLC. Outside of advisory work, he is involved in selling fixed insurance and annuity products and owns an insurance agency. Malnik Wealth Management provides personalized asset management primarily focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for around 150 clients, employing a mix of active and passive strategies across equities, ETFs, and fixed income, with services including management of held-away retirement accounts.

Retirement income strategy Income planning Wealth management Passive / index investing Real estate investing

Joshua M

Series 63, Series 65

Clarksville, MD

Malnik Wealth Management, LLC

Joshua Malnik is a financial advisor at Malnik Wealth Management, LLC in Clarksville, MD, with seven years of industry experience. He has held roles at Purshe Kaplan Sterling Investments, TD Ameritrade, and The Retirement Group LLC. In addition to his advisory work, he is licensed as an agent for fixed and traditional insurance products. Malnik Wealth Management provides personalized asset management focused on retirement preparation and ongoing portfolio oversight for individuals and families. The firm manages approximately $79 million for about 150 clients, using a combination of proprietary models and fundamental analysis to construct diversified portfolios managed primarily on a discretionary basis.

Retirement income strategy Income planning Wealth management Passive / index investing Real estate investing

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