ML Wealth LLC
● SEC registered since 2017CRD 289521SEC# 801-111640New York, NY
Reg. AUM
$12.4M
Employees
13
Accounts
738,184
Location
New York, NY
ML Wealth LLC assets under management
ML Wealth LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2017. It reports $12.4 million in regulatory assets under management and employs 13 people.
ML Wealth LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Patrick Divver | Managing Director | Under 5% | 2025 |
| Moneylion Technologies Inc. Control | Member | Over 75% | 2017 |
| Samuel Mark Everson Control | Chief Compliance Officer | Under 5% | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does ML Wealth LLC manage?
ML Wealth LLC reports $12.4 million in regulatory assets under management on its Form ADV.
How many employees does ML Wealth LLC have?
ML Wealth LLC reports 13 employees.
Where is ML Wealth LLC located?
ML Wealth LLC is based in New York, NY and has been SEC-registered since 2017.
Does ML Wealth LLC disclose fund performance?
ML Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 249-245 W 17th St, Floor 4, New York, NY 10011 |
| Phone | 212-300-9865 |
| Office hours | 8:00a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$12.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$12.4Mregulatory AUM
Discretionary $11.9MNon-discretionary $446K