Eva Klaudia Malone

Employer firm

Thepartners Wealth Management CRD 314816

$1.18B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars
• TAMP PROGRAM/MODEL MANAGER/SUB ADVISOR

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Malone Financial Services Llc
  Ramsey, NJ
• 02/2025 → Present
  Guaranteed Rate Dba Rate
  Chicago, IL
• 10/2020 → 12/2024
  Crosscountry Mortgage Inc
  Montvale, NJ
• 09/2014 → 09/2020
  Homebridge Financial Services
  Hackensack, NJ
• 07/2026 → Present
  Thepartners Wealth Management
  Carmel By The Sea, CA

Other Businesses

Guaranteed Rate DBA Rate; not investment-related; 3940 N. Ravenswood Ave Chicago IL 60613; residential mortgage lending; vice president (no ownership in the company); 02/01/2025; 40 hours per month; 1hour per day during trading hours; Origination/sales of mortgage loan for residential home financing. Malone Financial Services LLC; investment-related; 411 Hackensack Ave Suite 200 Hackensack NJ 07601; insurance-based products fixed and index life insurance and annuity products along with along with health ins and estate planning; Founder, 100% owner; 01/2018; 40 hours per month; 1hour per day during trading hours; Sales of insurance products health and life alone with annuity products fixed and indexed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-17