What departments does Maller Wealth Advisors, Inc. have?

Maller Wealth Advisors, Inc. has employees across 5 departments including Finance, Operations, Analytics, Solutions Engineering, Support.

What is the largest department at Maller Wealth Advisors, Inc.?

The largest department at Maller Wealth Advisors, Inc. is Finance with 4 employees.

Where are Maller Wealth Advisors, Inc. employees located globally?

Maller Wealth Advisors, Inc. has employees across 3 continents and 3 countries including Norway, United States Of America, Chile.

How has Maller Wealth Advisors, Inc.'s team size changed over time?

Maller Wealth Advisors, Inc.'s team has decreased from approximately 16 to 14 employees based on available data.

Maller Wealth Advisors, Inc. Employee Directory

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

Maller Wealth Advisors, Inc.'s key employees include: Founder & Chief Executive Officer: P. M., Chief Marketing & Experience Coordinator: S. S., Founder: P. M..

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.

Maller Wealth Advisors, Inc. Global Highlights

North America
28

United States Of America
28

South America
2

Chile
2

Europe
1

Norway
1

Maller Wealth Advisors, Inc.'s Leadership

S. S.
Chief Marketing & Experience Coordinator
Mobile Phone
Email
P. M.
Founder & Chief Executive Officer
Mobile Phone
Email
P. M.
Founder
Mobile Phone
Email
M. A.
Managing Partner, Financial Planner
Mobile Phone
Email
D. G.
Partner, Financial Planner
Mobile Phone
Email
D. G.
Partner, Financial Planner
Mobile Phone
Email
J. L.
Director, Planning And Client Services
Mobile Phone
Email
B. C.
Director Of Investment Management
Mobile Phone
Email

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 Info

Location

Last Update

J. L. M. C. A.
Director, Planning And Client Services
Mobile Phone
Email
Oct 22, 2024
J. W.
Senior Planning Analyst
Mobile Phone
Email
Aug 10, 2025
J. L.
Senior Planning Analyst
Mobile Phone
Email
United StatesMaryland
Feb 05, 2025
J. W.
Senior Planning Analyst
Mobile Phone
Email
Oct 23, 2024
L. C.
Planning Analyst
Mobile Phone
Email
United StatesMaryland
May 29, 2026
J. S.
Implementation Specialist
Mobile Phone
Email
United StatesMaryland
Sep 09, 2025
J. C. A. F.
Propietario
Mobile Phone
Email
Chile
Jun 01, 2026
A. M.
Support Advisor
Mobile Phone
Email
United StatesMaryland
Oct 22, 2024
D. P.
Implementation Specialist
Mobile Phone
Email
United States
Oct 22, 2024
S. S.
Chief Marketing & Experience Coordinator
Mobile Phone
Email
United StatesMaryland
Jan 30, 2024

Frequently Asked Questions

What is Maller Wealth Advisors, Inc. known for?

Maller Wealth Advisors, Inc. was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 201 International Circle Suite 100 Cockeysville, Maryland 21030 United States; you can contact the main corporate office by phone at

+1-410-771-****

. Explore Maller Wealth Advisors, Inc.'s company overview page for more information.

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

Maller Wealth Advisors, Inc. employees' email format typically follows the pattern of . 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?

Maller Wealth Advisors, Inc. has approximately 20 employees as of June 2026. These team members are located across 3 continents, including North AmericaSouth AmericaEurope.

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

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

Chief Marketing & Experience Coordinator: S. S.
Founder & Chief Executive Officer: P. M.
Founder: P. M.
Managing Partner, Financial Planner: M. A.
Partner, Financial Planner: D. G.

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Maller Wealth Advisors, Inc. Employee Directory

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