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RINCON WEALTH MANAGEMENT
MAL-1 FINANCIAL, LLC
CRD 311430
1927 LOHMANS CROSSING, LAKEWAY, TX, 78734, United States
Phone
805-455-3043
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$62.2M
Discretionary AUM
$62.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; COMMISSIONS FROM INSURANCE SALES & POTENTIAL "CARRY" ON SPVS
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $28.0M |
| High net worth individuals | 29 | $32.7M |
All web addresses on file
Official SEC filing: View on IAPD