William Scholz
Maltin Wealth Management · Ridgewood, New Jersey
William Scholz is a fee-only financial advisor at Maltin Wealth Management in Ridgewood, New Jersey. Maltin Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Maltin Wealth Management |
|---|---|
| Based in | Ridgewood, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $507.2M across 1,034 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5420082 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.maltinwealth.com |
| Profile |
How William's firm compares
- Maltin Wealth Management's average account is about $491,000, from its Form ADV (assets managed divided by 1,034 accounts).
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Questions about William
Is William Scholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Maltin Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Maltin Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Scholz based?
William Scholz is based in Ridgewood, New Jersey.
Is William Scholz registered with the SEC?
Yes. William Scholz is registered as an investment adviser representative in NJ (CRD 5420082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maltin Wealth Management manage?
Maltin Wealth Management reports $507.2M across 1,034 accounts in assets under management.
How do I contact William Scholz?
Through William's website, www.maltinwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ridgewood
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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