


Maller Wealth Advisors Email Formats
Financial Services • Cockeysville, Maryland, United States • 21-50 Employees
Maller Wealth Advisors Email Formats
Maller Wealth Advisors uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@mwateam.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@mwateam.com | 100% |
Key Contacts at Maller Wealth Advisors
Peter Maller
Founder & Ceo
Brandon Cawley
Director Of Investment Management
John Layug
Director, Planning And Client Services
Zellie Wothers
Associate Director / 401K Specialist
Mary Goles
Director Of Operations
Company overview
| Headquarters | 201 International Circle, Suite 100, Cockeysville, Maryland 21030, US |
| Phone number | +14922464082622 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Comprehensive Financial Planning, Succession Planning, Asset Management Programs, Investment Strategies, Wealth Accumulation And Preservation, Estate/Tax Planning Strategies, Group Benefit Services, Risk Management/Insurance Services |
| Founded | 2014 |
| Employees | 21-50 |
| Socials |
About Maller Wealth Advisors
Maller Wealth Advisors – headquartered in Hunt Valley, Maryland – is a preeminent investment management and financial planning firm that offers high-income and ultra-high-net-worth individuals and business owners unbiased advice, services, and solutions as well as an unparalleled client experience. By focusing on investment management and financial planning, we help individuals, families, and business owners grow, preserve, protect, and transfer their financial legacy. With almost 30 years of serving clients, MWA has provided financial advice during good times and bad. Regardless of market conditions, we employ a time-tested approach to identify appropriate opportunities while helping our clients avoid pitfalls. We also work closely with our clients’ other advisors to ensure that our proposed solutions complement any of our clients’ existing business, estate tax, or investment strategies. Founded by Peter Maller, MWA was built on a single premise: that our clients deserve exceptional service. This is the yardstick against which we measure everything we do. Because loyal and delighted clients are the root of our firm’s success, we place tremendous value in developing and maintaining long-term relationships with each and every one of our clients. Learn more about Maller Wealth Advisors at www.MallerWealthAdvisors.com. Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Maller Wealth Advisors has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Maller Wealth Advisors has never raised funding before.
Maller Wealth Advisors Tech Stack
Discover the technologies and tools that power Maller Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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