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AMERICAN MONEY MANAGEMENT, LLC
CRD 115357 · SEC 801-60976
14249 RANCHO SANTA FE FARMS ROAD, RANCHO SANTA FE, CA, 92067, United States
Phone
858-755-0909
Fax
858-259-6906
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$844.0M
Discretionary AUM
$831.6M
Team
13 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 621 | $164.9M |
| High net worth individuals | 211 | $656.6M |
States served
AZ, CA, CO, ID, IL, MI, NV, NJ, NY, OR, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
- https://divorcefinancialconsulting.com
- https://tiktok.com/@ammpersonalfinance
- https://www.linkedin.com/company/ammllc
- https://www.americanmoneyretirement.com
- https://www.americanmoneyretire.com
- HTTPS://WWW.AMMINVEST.COM
- https://www.youtube.com/channel/UC4i5Rn2Pl5hzAx3soXkuzBw
- https://www.linkedin.com/company/amm-divorce-financial-consulting/
- HTTPS://WWW.AMERICANMONEYMANAGEMENT.COM
- HTTPS://WWW.AMMDIVIDENDLETTER.COM
- HTTPS://WWW.GABRIELWISDOM.COM
- HTTPS://WWW.AMMFUNDS.COM
- HTTPS://WWW.TWITTER.COM/AMMINV
- HTTPS://WWW.FACEBOOK.COM/AMERICANMONEYMANAGEMENT
- https://www.youtube.com/channel/UCJYT0trsbwUVGJDMe8Jx_AA
- https://www.instagram.com/ammpersonalfinance/
Official SEC filing: View on IAPD