Moneylion is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $12M in regulatory assets under management, 13 employees, and 738,184 accounts.
Assets Under Management
$12M
Employees
13
Offices
--
Total Clients
732,776
Primary office
NEW YORK, NY
249-245 W 17TH ST, FLOOR 4, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
732,776
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$12Mas of March 30, 2026
Discretionary96.4%
$12M
96% of total RAUM96.4%
Non-discretionary3.6%
$446K
4% of total RAUM3.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$12M
Total Accounts738,184
10Y AUM Change+$12M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee56367:1
10Y Employee Change+8 (+160.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.