Moola Copilot Llc
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ADV data as of Mar 03, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 2,756
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
AUM over time
$0
$0
Dec 1, 2024
Jun 12, 2025
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,756 | $0 | — |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Riutort Bou, Magdalena, Nmn | Managing Member | Apr 2024 (2y) | 50% – 75% | |
| Schappert, Jason, Michael | Managing Member And Chief Compliance Officer | Apr 2024 (2y) | 50% – 75% |
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) | 03/03/2026 | 890 KB | 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
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗