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Adviser Profile

Registration status Registration Changed to MALONE WEALTH VENTURES LLC
As of Date 03/01/2021
Adviser Type - Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days
Number of Employees 1
of those in investment advisory functions 1
AUM* 0
of that, discretionary 0
Private Fund GAV* 0
SMA’s No
Private Funds 0

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

15M 12M 10M 8M 6M 4M 2M
2021
Discretionary
Non-discretionary

Private Funds

No private funds

Employees