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| Maney Wealth LLC
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|
|---|---|
| CRD # | 340078 |
| SEC # | 801-135224 |
| CIK # | |
| AUM | $9.4 M (2026-05-08) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-423-1142 |
| Address | 2193 Fillmore St San Francisco, CA 94115 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 2 | 9.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 9.4 |
| By Discretionary | ||
| Discretionary | 8 | 9.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 9.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.4 | |
| Total | 8 | 9.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Paladin Capital LLC
✚
|
MN | 0.0 |
|
Empiric Institutional LLC
✚
|
TX | 0.0 |
|
Vector Asset Management LLC
✚
|
0.0 | |
|
Alveo Wealth Management LLC
✚
|
0.0 | |
|
Virgo Digital Asset Management Inc
✚
|
0.0 | |
|
Journey Equity Wealth Management LLC
✚
|
CA | 0.0 |
|
Pecusavvy Financial LLC
✚
|
TX | 0.0 |
|
Concreit Fund Management LLC
✚
|
WA | 0.0 |
|
JPMorgan Wealth Management Solutions Inc
✚
|
NY | 0.0 |
|
Bluevine Advisory LLC
✚
|
NJ | 0.0 |