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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ML Wealth LLC
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| CRD # | 289521 |
| SEC # | 801-111640 |
| CIK # | |
| AUM | $11.2 M (2025-05-15) |
| Employees | 14 (7% Investors, 21% Brokers) |
| Phone | 212-300-9865 |
| Address | 249245 W 17th St New York, NY 10011 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 675,437 | 11.2 |
| (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 | 679,253 | 11.2 |
| By Discretionary | ||
| Discretionary | 674,781 | 10.9 |
| Non-Discretionary | 4,472 | 0.3 |
| Total | 679,253 | 11.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 11.2 | |
| Total | 679,253 | 11.2 |
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0.0 | |
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