MALTIN WEALTH MANAGEMENT, INC.

HTTP://WWW.MALTINWEALTH.COM/ PARAMUS, NJ Investment Advisor How do I update this listing?

Maltin Wealth Management is based out of Paramus. Maltin Wealth Management is a large advisory firm with 148 clients and discretionary assets under management (AUM) of $259,395,305 (Form ADV from 2021-06-24). Their last reported 13F filing for Q2 2021 included $164,518,000 in managed 13F securities and a top 10 holdings concentration of 39.65%. Maltin Wealth Management's largest holding is Innovator S&P 500 Buffer ETF - October-Innovator S&P 500 Buffer ETF - October with shares held of 300,584. Whalewisdom has at least 7 13F filings

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06/30/2021

13F Activity

  • Market Value $164.518 Million
  • Prior Market Value $154.228 Million
  • New Purchases7 stocks
  • Additional Purchases66 stocks
  • Sold out of5 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 39.65 %
  • Turnover % [1]:11.22%
  • Turnover Alt % [2]: 6.78 %
  • Time Held Top20:4.00 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:4.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.42%
Performance Last 4 Quarters: 13.49%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MALTIN WEALTH MANAGEMENT, INC.
525 CEDAR HILL AVE. SUITE 15
WYCKOFF NJ    07481
Country: United States

Business Phone: 201-215-3855
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: DE
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 64,718,100
Total Number of Clients: 148
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2021-06-24
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2021-03-25
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2020-02-13
Name Title Start Date Direct/Indirect % Ownership

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-06-04
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2019-02-11
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

MALTIN WEALTH MANAGEMENT, INC.

ownership team - last updated 2017-06-06
Name Title Start Date Direct/Indirect % Ownership
MALTIN, PETER, L PRINCIPAL / CHIEF COMPLIANCE OFFICER 09/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
AVEMPT WEALTH MANAGEMENT, INC. MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2012-09-01
MALTIN WEALTH MANAGEMENT, INC. PRINCIPAL / CHIEF COMPLIANCE OFFICER direct 2012-09-01

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