| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon Campbell Stevenson Control | Head Of Wealth Management & Cco | Under 5% | 2022 |
| Moneylion Technologies Inc. Control | Member | Over 75% | 2017 |
| Gen Digital Inc. Control | Shareholder | Over 75% | 2025 |
ML Wealth LLC reports $11.2 million in regulatory assets under management on its Form ADV.
ML Wealth LLC reports 14 employees.
ML Wealth LLC is based in New York, NY and has been SEC-registered since 2017.
ML Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 249-245 W 17th St, Floor 4, New York, NY 10011 |
| Phone | 212-300-9865 |
| Office hours | 8:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $10.9M |
| Non-discretionary | $326K |
| Total (RAUM) | $11.2M |