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| ML Wealth LLC
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| |
|---|---|
| CRD # | 289521 |
| SEC # | 801-111640 |
| CIK # | |
| AUM | $10.6 MM (2024-08-08) |
| Employees | 11 (9% Investors, 27% Brokers) |
| Phone | 212-300-9865 |
| Address | 249245 W 17th St New York, NY 10011 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 623,148 | 10.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 624,434 | 10.6 |
| By Discretionary | ||
| Discretionary | 623,188 | 10.5 |
| Non-Discretionary | 1,246 | 0.1 |
| Total | 624,434 | 10.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.6 | |
| Total | 624,434 | 10.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Advanced Advisor Group LLC
✚
|
MN | 0.0 |
|
Cubetech Capital LLC
✚
|
0.0 | |
|
St Louis Financial Planners Inc
✚
|
MO | 0.0 |
|
Blue Sky Wealth Partners LLC
✚
|
0.0 | |
|
Bloom Investment Advisors LLC
✚
|
CA | 0.0 |
|
Streetbeat LLC
✚
|
CA | 0.0 |
|
Alinea Invest Inc
✚
|
NY | 0.0 |
|
Sun Global LLC
✚
|
PA | 0.0 |
|
Alphanso Inc
✚
|
NY | 0.0 |
|
EKO Investments Inc
✚
|
NY | 0.0 |