Malvern Ridge Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,915,973
Total clients
21
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$329,332
About
Malvern Ridge Wealth Management is a small, independent advisory firm managing roughly $6.9 million for about 21 clients. It provides tailored investment management, ongoing and project‑based financial planning (including a monthly subscription comprehensive planning option), and can arrange for third‑party sub‑advisers to manage portions of client portfolios.
The firm primarily implements passive investment management by building diversified portfolios with index mutual funds and ETFs to meet asset‑allocation targets, while also describing use of fundamental, technical, cyclical and charting analysis and the option to use outside managers. Accounts are reviewed periodically (the brochure notes quarterly reviews) and may be managed on a discretionary basis consistent with each client’s investment policy and any client‑imposed restrictions.
What distinguishes this firm from many solo independents is that the principal is licensed to sell life and health insurance and actively engages in insurance brokerage, benefits and HSA consulting and other non‑investment business activities, which the brochure discloses may generate separate commission compensation. The firm’s disclosures state that insurance commissions do not offset advisory fees, highlighting a potential source of conflict of interest that is explained in the brochure.
Client services
Expertise
Fee options
Financial Planning Fixed Fee: $1,000 - $5,000 based on complexity and scope, negotiable
$0+: 1.5% annually (standard advisory fee for assets managed directly by MRWM) $0+: 1.0% annually (standard advisory fee when assets are managed by third party or outside managers)
Hourly Financial Planning: $100 - $250 per hour depending on complexity
Fee-only: Comprehensive Financial Planning: $125 - $225 per month, paid monthly in advance (ongoing fee)
Main office location
Malvern Ridge Wealth Management
700 East Palisade Ave, 1 St Floor
Englewood Cliffs NJ 07632, United States
Number of offices
2
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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