Ml Wealth Llc
- Regulatory AUM
- $12.4M
- Discretionary
- $11.9M
- Clients
- 732,776
- Avg AUM / client
- $16
- Accounts
- 738,184
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 732,776 | $12.4M | 100.0% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stevenson, Jon, Campbell | Head Of Wealth Management & Cco | Jun 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Moneylion Technologies Inc. | Member | Jul 2017 | A | 75% or more |
| Moneylion Inc. | Shareholder | Sep 2021 | B | ≈ 56.25% – 100% via Moneylion Technologies Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Moneylion Inc.: 75% – 100% of Moneylion Technologies Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • $1-5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE
Services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Drivewealth, Llc $12.4M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗