Maller Wealth Advisors, Inc. logo

Maller Wealth Advisors, Inc. Employee Directory

Financial ServicesMaryland, United States11-50 Employees

Maller Wealth Advisors, Inc. is a financial services firm focused on investment management and comprehensive financial planning for high-income individuals, ultra-high-net-worth individuals, and business owners. The firm aims to help clients grow, preserve, protect, and transfer their financial legacy by offering unbiased guidance and coordinated solutions that align with existing tax, estate, and investment strategies, while collaborating with other advisors as needed. Based in the Hunt Valley area of Maryland, the company emphasizes a time-tested approach to opportunities and pitfalls across varying market conditions, with a strong focus on long-term client relationships.

Find Maller Wealth Advisors, Inc. employees' phone numbers or email addresses

Maller Wealth Advisors, Inc. Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

South America
2

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  • Chile
    2

Europe
1

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  • Norway
    1

Maller Wealth Advisors, Inc.'s Leadership

  • Founder & Chief Executive Officer at Maller Wealth Advisors, Inc.
    P. M.
    Founder & Chief Executive Officer
  • Partner, Financial Planner at Maller Wealth Advisors, Inc.
    D. G.
    Partner, Financial Planner
  • Director Of Investment Management at Maller Wealth Advisors, Inc.
    B. C.
    Director Of Investment Management
  • Director, Planning And Client Services at Maller Wealth Advisors, Inc.
    J. L. M. C. A.
    Director, Planning And Client Services
  • Senior Planning Analyst at Maller Wealth Advisors, Inc.
    J. W.
    Senior Planning Analyst
  • Propietario at Maller Wealth Advisors, Inc.
    J. C. A. F.
    Propietario

Maller Wealth Advisors, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Program & Project Management
  • Accounting
  • Other
  • Administrative

Contact profiles from Maller Wealth Advisors, Inc.

Name
Title
Contact
Location
Last Update
  • Partner, Financial Planner at Maller Wealth Advisors, Inc.
    D. G.
    Partner, Financial Planner
    Jun 08, 2026
  • Founder & Chief Executive Officer at Maller Wealth Advisors, Inc.
    P. M.
    Founder & Chief Executive Officer
    Feb 04, 2025
  • Director Of Investment Management at Maller Wealth Advisors, Inc.
    B. C.
    Director Of Investment Management
    Aug 06, 2026
  • Director, Planning And Client Services at Maller Wealth Advisors, Inc.
    J. L. M. C. A.
    Director, Planning And Client Services
    Oct 22, 2024
  • Senior Planning Analyst at Maller Wealth Advisors, Inc.
    J. W.
    Senior Planning Analyst
    Oct 23, 2024
  • Propietario at Maller Wealth Advisors, Inc.
    J. C. A. F.
    Propietario
    Chile
    Jun 01, 2026

Frequently Asked Questions

What is Maller Wealth Advisors, Inc. known for?

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Maller Wealth Advisors, Inc. was founded in 2014 and operates in the Financial Services industry. You can contact Maller Wealth Advisors, Inc.'s main corporate office by phone at . Explore Maller Wealth Advisors, Inc.'s company overview page for more information.

What is Maller Wealth Advisors, Inc.'s most common email format?

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Maller Wealth Advisors, Inc. employees' email format typically follows the pattern of First.Last@lfg.com. Trying to find reliable and up-to-date employee contact data? Find more Maller Wealth Advisors, Inc. email formats with LeadIQ.

How many employees does Maller Wealth Advisors, Inc. have currently?

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Maller Wealth Advisors, Inc. has approximately 22 employees as of August 2026. These team members are located across 3 continents, including North America, South America and Europe.

Who are Maller Wealth Advisors, Inc.'s key employees and leadership?

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As of August 2026, Maller Wealth Advisors, Inc.'s key employees include:

  • Founder & Chief Executive Officer: P. M.
  • Partner, Financial Planner: D. G.
  • Director Of Investment Management: B. C.
  • Director, Planning And Client Services: J. L. M. C. A.
  • Senior Planning Analyst: J. W.

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