MONEYLION

Legal name: ML WEALTH LLC

CRD 289521File 801-111640

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$12.4M

Bottom 25% of cohort (national)

Discretionary AUM

$11.9M

Non-discretionary $446K

Clients

732,776

738,184 accounts

Employees

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.INSTAGRAM.COM/MONEYLIONINC/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.