LP Profile

Maimon Wealth Management

Also known as maimon wealth

Wealth ManagerRa'anana, IsraelFounded 2015
Ra'anana
Headquarters
Investment Focus

About Maimon Wealth Management

MaimonWealth is an independent wealth management firm advising individuals and families in Israel and abroad. Our team specializes in customized cross-border planning, wealth management and, investment strategies.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Maimon Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$156.5M
Total Clients
188
Filing Date
April 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Maimon Wealth Management?

Maimon Wealth Management is a wealth manager based in Ra'anana, Israel.

Where is Maimon Wealth Management headquartered?

Maimon Wealth Management is headquartered in Ra'anana, Israel.

When was Maimon Wealth Management founded?

Maimon Wealth Management was founded in 2015.

How can I contact Maimon Wealth Management?

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