{
  "crd_number": 289521,
  "slug": "moneylion-new-york-ny-289521",
  "primary_business_name": "MONEYLION",
  "legal_name": "ML WEALTH LLC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-09-20",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 12365554.0,
  "raum_discretionary": 11919443.0,
  "raum_non_discretionary": 446111.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 13,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 12365554.0,
      "count": 732776
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://facebook.com/MONEYLION",
    "https://giphy.com/moneylion",
    "https://instagram.com/MONEYLIONINC",
    "https://linkedin.com/company/moneylion",
    "https://moneylion.com",
    "https://pinterest.com/moneylioninc",
    "https://tiktok.com/@moneylion",
    "https://vimeo.com/moneylion",
    "https://x.com/MONEYLION",
    "https://youtube.com/c/MoneyLion"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289521",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/moneylion-new-york-ny-289521",
  "display_name": "Moneylion",
  "summary": "Moneylion is an SEC-registered investment advisory firm in New York, NY, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Moneylion (CRD 289521): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters"
  ],
  "quick_answers": [
    {
      "q": "How is Moneylion compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moneylion reports these compensation arrangements: other."
    },
    {
      "q": "Where is Moneylion located?",
      "a": "Moneylion's principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Moneylion registered with the SEC or a state?",
      "a": "Moneylion is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289521."
    },
    {
      "q": "How much does Moneylion manage?",
      "a": "Moneylion reports $12,365,554 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (96% discretionary)."
    },
    {
      "q": "How have Moneylion's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Moneylion: Regulatory assets under management: $16,697,847 in the October 2021 data and $12,365,554 in the October 2026 data, down 26%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moneylion serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (732,776)."
    },
    {
      "q": "Which custodians does Moneylion use?",
      "a": "Moneylion's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Drivewealth, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moneylion report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289521"
    },
    {
      "q": "What changed in Moneylion's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 0."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16697847.0,
      "total_employees": 11,
      "filing_date": "2021-06-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 13797068.0,
      "total_employees": 12,
      "filing_date": "2022-06-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 10760450.0,
      "total_employees": 12,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 10575730.0,
      "total_employees": 11,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 11243928.0,
      "total_employees": 14,
      "filing_date": "2025-05-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12365554.0,
      "total_employees": 13,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 0."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Drivewealth, LLC",
      "name_as_filed": "DRIVEWEALTH, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/moneylion-new-york-ny-289521.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 732776,
      "fewer_than_5": false,
      "raum": 12365554.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289521",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}