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Maller Wealth Advisors

Maller Wealth Advisors Email Formats

Financial ServicesFlag of USCockeysville, Maryland, United States21-50 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.

FormatExamplePercentage
{first name}.{last name}
john.doe@mwateam.com
100%

Key Contacts at Maller Wealth Advisors

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Peter Maller

Founder & Ceo

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Brandon Cawley

Director Of Investment Management

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John Layug

Director, Planning And Client Services

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Zellie Wothers

Associate Director / 401K Specialist

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Mary Goles

Director Of Operations

Company overview

Headquarters201 International Circle, Suite 100, Cockeysville, Maryland 21030, US
Phone number+14922464082622
Website
NAICS52
SIC628
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
Founded2014
Employees21-50
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

Entry
Director
Senior

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.

Cloudflare

Cloudflare

CDN

Modernizr

Modernizr

JavaScript libraries

Amazon S3

Amazon S3

CDN

Amazon Web Services

Amazon Web Services

PaaS

Awesomplete

Awesomplete

Search engines

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

FMG Suite

FMG Suite

Marketing automation

HSTS

HSTS

Security

FancyBox

FancyBox

JavaScript libraries

Frequently asked questions

Maller Wealth Advisors is located in Cockeysville, Maryland, US.
You can reach Maller Wealth Advisors at +14922464082622.
Maller Wealth Advisors was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.
Maller Wealth Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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