MANEY WEALTH

Overview

Maney Wealth is organized as a limited liability company and operates as an independent registered investment adviser. The firm appears to focus on serving individual and family clients and is SEC-registered as of 2026. Ownership is held by an individual proprietor rather than a corporate parent or affiliated adviser network. Service offerings center on financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Maney Wealth does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices