Maney Wealth LLC
CRD 340078SEC# 801-135224San Francisco, CA
No longer SEC-registered. Maney Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$9.4M
Employees
1
Accounts
8
Location
San Francisco, CA
Maney Wealth LLC assets under management
Maney Wealth LLC operates as an SEC-registered investment adviser based in San Francisco, CA. It reports $9.4 million in regulatory assets under management and employs 1 people.
Maney Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dylan Ernest Maney Control | Chief Compliance Officer, Chief Executive Officer, & Registered Investment Adviser | Over 75% | 2026 |
Frequently asked questions
How much does Maney Wealth LLC manage?
Maney Wealth LLC reports $9.4 million in regulatory assets under management on its Form ADV.
How many employees does Maney Wealth LLC have?
Maney Wealth LLC reports 1 employees.
Where is Maney Wealth LLC located?
Maney Wealth LLC is based in San Francisco, CA.
Does Maney Wealth LLC disclose fund performance?
Maney Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2193 Fillmore St., #63, San Francisco, CA 94115 |
| Office hours | 7:00 a.m. Pt - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$9.4MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$9.4Mregulatory AUM
Discretionary $9.4M