ML WEALTH LLC
Legal name: MONEYLION
CRD #289521 SEC #801-111640 NEW YORK, NY 212-300-9865
SEC Registered
Total AUM
$11.2M
Discretionary
$10.9M
Employees
14
Clients
0
Accounts
679,253
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $11.2M | $10.9M | $326.4K | 14 | 0 |
| Dec 2025 | $11.2M | $10.9M | $326.4K | 14 | 0 |
| May 2025 | $11.2M | $10.9M | $326.4K | 14 | 0 |
| Mar 2025 | $11.2M | $10.9M | $326.4K | 14 | 0 |
| Aug 2024 | $10.6M | $10.5M | $111.5K | 11 | 0 |
| Mar 2024 | $10.6M | $10.5M | $111.5K | 11 | 0 |
| Dec 2023 | $10.8M | $10.7M | $30.7K | 12 | 0 |
| Mar 2023 | $10.8M | $10.7M | $30.7K | 12 | 0 |
| Dec 2022 | $13.8M | $13.8M | $0 | 11 | 0 |
| Nov 2022 | $13.8M | $13.8M | $0 | 12 | 0 |
| Jun 2022 | $13.8M | $13.8M | $0 | 12 | 0 |
| Mar 2022 | $13.8M | $13.8M | $0 | 14 | 0 |
| Nov 2021 | $16.7M | $16.7M | $0 | 11 | 0 |
| Jun 2021 | $16.7M | $16.7M | $0 | 11 | 0 |
| Mar 2021 | $16.7M | $16.7M | $0 | 11 | 0 |
| Sep 2020 | $20.7M | $20.7M | $0 | 11 | 0 |
| Jun 2020 | $20.7M | $20.7M | $0 | 11 | 0 |
| Mar 2020 | $20.7M | $20.7M | $0 | 11 | 0 |
| Jan 2020 | $42.6M | $42.6M | $0 | 13 | 0 |
| Sep 2019 | $42.6M | $42.6M | $0 | 13 | 0 |
| Jul 2019 | $42.6M | $42.6M | $0 | 13 | 0 |
| Jun 2019 | $32.4M | $32.4M | $0 | 13 | 0 |
| Mar 2019 | $32.4M | $32.4M | $0 | 13 | 0 |
| Oct 2018 | $13M | $13M | $0 | 10 | 0 |
| Sep 2018 | $10.3M | $10.3M | $0 | 10 | 0 |
| Jun 2018 | $4.2M | $4.2M | $0 | 10 | 0 |
| May 2018 | $620.5K | $620.5K | $0 | 10 | 0 |
| Apr 2018 | $620.5K | $620.5K | $0 | 10 | 0 |
| Mar 2018 | $620.5K | $620.5K | $0 | 10 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
| Aug 2017 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$11.2M
Discretionary$10.9M
Non-Disc.$326.4K
Employees14
Clients0
DateDec 2025
Total AUM$11.2M
Discretionary$10.9M
Non-Disc.$326.4K
Employees14
Clients0
DateMay 2025
Total AUM$11.2M
Discretionary$10.9M
Non-Disc.$326.4K
Employees14
Clients0
DateMar 2025
Total AUM$11.2M
Discretionary$10.9M
Non-Disc.$326.4K
Employees14
Clients0
DateAug 2024
Total AUM$10.6M
Discretionary$10.5M
Non-Disc.$111.5K
Employees11
Clients0
DateMar 2024
Total AUM$10.6M
Discretionary$10.5M
Non-Disc.$111.5K
Employees11
Clients0
DateDec 2023
Total AUM$10.8M
Discretionary$10.7M
Non-Disc.$30.7K
Employees12
Clients0
DateMar 2023
Total AUM$10.8M
Discretionary$10.7M
Non-Disc.$30.7K
Employees12
Clients0
DateDec 2022
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$13.8M
Discretionary$13.8M
Non-Disc.$0
Employees14
Clients0
DateNov 2021
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2021
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$16.7M
Discretionary$16.7M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$20.7M
Discretionary$20.7M
Non-Disc.$0
Employees11
Clients0
DateJan 2020
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees13
Clients0
DateSep 2019
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees13
Clients0
DateJul 2019
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees13
Clients0
DateJun 2019
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$13M
Discretionary$13M
Non-Disc.$0
Employees10
Clients0
DateSep 2018
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees10
Clients0
DateJun 2018
Total AUM$4.2M
Discretionary$4.2M
Non-Disc.$0
Employees10
Clients0
DateMay 2018
Total AUM$620.5K
Discretionary$620.5K
Non-Disc.$0
Employees10
Clients0
DateApr 2018
Total AUM$620.5K
Discretionary$620.5K
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$620.5K
Discretionary$620.5K
Non-Disc.$0
Employees10
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0