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MONEYLION
Legal name: ML WEALTH LLC
CRD 289521File 801-111640
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.4M
Bottom 25% of cohort (national)
Discretionary AUM
$11.9M
Non-discretionary $446K
Clients
732,776
738,184 accounts
Employees
13
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 20, 2017
- Principal office
- 249-245 W 17TH ST, FLOOR 4, NEW YORK, NY, 10011
- Phone
- 212-300-9865
- Website
- HTTPS://WWW.MONEYLION.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.4M
- Discretionary AUM
- $11.9M
- Non-discretionary AUM
- $446K
- Discretionary accounts
- 730,675
- Non-discretionary accounts
- 7,509
- Total accounts
- 738,184
- AUM per client
- $17
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 732,776 | $12.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — $1-5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE
Advisory activities
- Publications
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 14 | 13 | decreased by1 |
| Apr 1, 2026 | Clients | 675,437 | 732,776 | increased by57,339 |
| Apr 1, 2026 | AUM | $11,243,928 | $12,365,554 | increased by$1,121,626 |
| Apr 1, 2026 | Accounts | 679,253 | 738,184 | increased by58,931 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 14 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 458,138 | 675,437 | increased by217,299 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $13,797,068 | $11,243,928 | decreased by$2,553,140 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 458,138 | 679,253 | increased by221,115 |
| Jul 1, 2022 | Employees | 14 | 12 | decreased by2 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 349,966 | 458,138 | increased by108,172 |
| Apr 1, 2022 | AUM | $16,697,847 | $13,797,068 | decreased by$2,900,779 |
| Apr 1, 2022 | Accounts | 349,966 | 458,138 | increased by108,172 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MONEYLION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MONEYLION” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.