Maimon Wealth Management Ltd.
Maimon Wealth Management Ltd. is an SEC-registered wealth manager in Ra'Anana with $156.5M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Maimon Wealth Management Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298566, SEC 801-114294, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $156.5M (2026-04-28)
- Firm type
- Wealth Manager
- Location
- Ra'Anana
- Employees
- 5
- Clients
- 114
- CRD
- 298566
- Ownership
- MAIMON, BENSION, SHALOM
How much AUM does Maimon Wealth Management Ltd. have?
Maimon Wealth Management Ltd. reported $156.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Maimon Wealth Management Ltd.?
Disclosed owners and executives of Maimon Wealth Management Ltd. include MAIMON, BENSION, SHALOM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.