M
$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 01-23-2026
- Office Locations
- 1
Office Locations
2193 Fillmore St. #63 SAN Francisco CA
About Maney Wealth
Maney Wealth is a SAN Francisco-based RIA. The firm has been operating for 0 years. Managing $9.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust. Services offered include Business Succession, Equity Compensation, Estate Planning.
Team overview
30 AVG AGE
$9.4M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Value Meridian north Beacon Meridian Legacy Atlas legacy Optima
Client Personas
Unison glacier
Investment Themes
Peak Legacy matrix Unison
Investment Vehicles
Fusion catalyst Beacon
Services
Delta Insight Ember wave Vital Timber wave Optima insight Element catalyst Crest eagle
Technology
Unison pathway
Owner & Executives
DYLAN ERNEST MANEY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6913474
- Ownership
- 75% or more
(899) 696-4507
quantum.eagle@timbercapital.com
in linkedin.com/in/harbor-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,400,000 | $1,175,000 |
| Non-Discretionary | $0 | -- |
| Total | $9,400,000 | $1,175,000 |
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Separately Managed Accounts
Total SMA Asset: $9,400,000
Equity - Exchange:
17.1% Equity - OTC:
6.8% Municipal Bonds:
21.5% U.S. Government/Agency:
13.2% Cash:
20.0% Corporate - Investment Grade:
21.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,037,227,805 | 17.1% |
| Equity - OTC | $412,464,858 | 6.8% |
| Municipal Bonds | $1,304,116,831 | 21.5% |
| U.S. Government/Agency | $800,667,077 | 13.2% |
| Cash | $1,213,131,935 | 20.0% |
| Corporate - Investment Grade | $1,298,051,171 | 21.4% |
| Total | $6,065,659,677 | 100.0% |