MONEYLION
ML WEALTH LLC
CRD 289521 · SEC 801-111640
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
249-245 W 17TH ST, FLOOR 4, NEW YORK, NY, 10011, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.4M
Discretionary AUM
$11.9M
Team
13 total employees; 0 advisory reps
Clients
0
Fees
$1-5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 732776 | $12.4M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, VT, SD, HI, FL
All web addresses on file
- HTTPS://WWW.INSTAGRAM.COM/MONEYLIONINC/
- https://x.com/MONEYLION
- HTTPS://WWW.FACEBOOK.COM/MONEYLION/
- https://www.linkedin.com/company/moneylion/
- HTTPS://WWW.MONEYLION.COM/
- https://www.giphy.com/moneylion
- https://www.tiktok.com/@moneylion
- https://www.youtube.com/c/MoneyLion
- https://vimeo.com/moneylion
- https://www.pinterest.com/moneylioninc/
Official SEC filing: View on IAPD