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| ML Wealth LLC
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|
|---|---|
| CRD # | 289521 |
| SEC # | 801-111640 |
| CIK # | |
| AUM | $10.8 MM (2023-03-30) |
| Employees | 12 (8% Investors, 25% Brokers) |
| Phone | 332-238-0732 |
| Address | 30 West 21st Street New York, NY 10010 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522,345 | 10.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 522,345 | 10.8 |
| By Discretionary | ||
| Discretionary | 522,307 | 10.7 |
| Non-Discretionary | 38 | 0.0 |
| Total | 522,345 | 10.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.8 | |
| Total | 522,345 | 10.8 |
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|---|---|---|
|
Patterson Partners Ltd
✚
|
0.0 | |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 0.0 |
|
IA Private Wealth USA Inc
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0.0 | |
|
Cubetech Capital LLC
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|
0.0 | |
|
Advanced Advisor Group LLC
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|
MN | 0.0 |
|
Streetbeat LLC
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|
CA | 0.0 |
|
St Louis Financial Planners Inc
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|
MO | 0.0 |
|
Blue Sky Wealth Partners LLC
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|
0.0 | |
|
Tigris Consulting LLC
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|
0.0 | |
|
Pantheon Investment LLC
✚
|
TN | 0.0 |