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MAIMON WEALTH MANAGEMENT LTD.

CRD 298566 · SEC 801-114294

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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EHAD HA'AM 54B, RA'ANANA, 4321128, Israel

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.5M

Discretionary AUM

$156.5M

Team

5 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-28

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals33$11.4M
High net worth individuals81$145.1M

All web addresses on file

Official SEC filing: View on IAPD