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Dylan E. Maney

MANEY WEALTH
SAN FRANCISCO, CA 94115
Some features on this profile are disabled
CRD#: 6913474
DM

Professional summary

Dylan Ernest Maney is a registered financial advisor currently at MANEY WEALTH located in San Francisco, California.

Dylan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Dylan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Ernest Maney's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 23, 2026 - Present

MANEY WEALTH

Office #1: 2193 Fillmore St. #63, San Francisco, CA 94115
RIA
CRD#: 340078
SAN FRANCISCO, CA
Past

July 9, 2018 - December 15, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
SAN MATEO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2018
Uniform Investment Adviser Law Examination

Current Firm

MW
MANEY WEALTH
MANEY WEALTH | MANEY WEALTH LLC

CRD#: 340078 / SEC#: 801-135224

RIA
Registered Investment Advisory firm - (1/22/2026 120-Day Approval)
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Contact information

Main Address
2193 Fillmore St. #63, San Francisco, CA 94115
Mailing Address
Phone number
(303) 589-6050
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/22/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANEY WEALTH

CRD#: 340078San Francisco, CA 94115

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