# Maney Wealth

> Maney Wealth is a state-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 8, 2026.

- CRD: 340078
- Filed as: MANEY WEALTH
- Legal name: Maney Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: May 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/340078
- AdvisorCensus page: https://advisorcensus.com/firm/maney-wealth-san-francisco-ca-340078

## Quick answers

**How is Maney Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Maney Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Maney Wealth located?**
Maney Wealth's principal office is in San Francisco, CA, according to its Form ADV.

**Is Maney Wealth registered with the SEC or a state?**
Maney Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 340078.

**How much does Maney Wealth manage?**
Maney Wealth reports $9,400,000 in regulatory assets under management in its Form ADV filing dated May 8, 2026 (100% discretionary).

**What types of clients does Maney Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2).

**Does Maney Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/340078

**What changed in Maney Wealth's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $0 to $9,400,000.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,400,000
- Discretionary: $9,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 2 | $9,400,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [maneywealth.com](https://maneywealth.com)
- LinkedIn @maneywealth

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $0 to $9,400,000.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maney Wealth (CRD 340078): Form ADV filing data as of October 2026.