Maller Wealth Advisors
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
307 International Cir Ste 530, Hunt Vall...Phone Number
(410) 771-5660Website
www.mallerwealthadvisors.comRevenue
$5.4 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Maller Wealth Advisors
Maller Wealth Advisors (MWA) is a fiduciary wealth management firm dedicated to providing personalized financial strategies for families, business owners, and executives. They offer a comprehensive range of services including investment management, tax optimization, retirement planning, and estate planning, all designed to create a lasting financial impact. MWA specializes in working with successful clients, typically aged 50 to 65, who are preparing for retirement or wealth transfer. Their team-based approach ensures that clients receive coordinated guidance tailored to their unique financial goals.Explore more
Maller Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$7M
1-10
Private
-
1979
CA
Caitlin AckermanDirector of Client Services To A Dougherty, Cfp Assistant (Charlotte)
Company Profile Activity
Activity Insights
Maller Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Maller Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Maller Wealth Advisors.
Maller Wealth Advisors financials insights
Gather financial insights about Maller Wealth Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
Maller Wealth Advisors Tech Stack
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Maller Wealth Advisors (MWA) is a fiduciary wealth management firm dedicated to providing personalized financial strategies for families, business owners, and executives. They offer a comprehensive range of services including investment management, tax optimization, retirement planning, and estate planning, all designed to create a lasting financia... Read More
