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MANEY WEALTH
MANEY WEALTH LLC
CRD 340078 · SEC 801-135224
2193 FILLMORE ST., #63, SAN FRANCISCO, CA, 94115, United States
Phone
(415) 423-1142
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.4M
Discretionary AUM
$9.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 2 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD