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MONEYPRO WEALTH MANAGEMENT, LLC

CRD 135340

Visit website

2550 MERIDIAN BLVD, SUITE 200, FRANKLIN, TN, 36067, United States

Phone

714-832-9351

Fax

714-418-5880

Registration

— (—)

Source

State registered

Total AUM

$1.8M

Discretionary AUM

$1.8M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

TypeClientsAUM
Individuals7$1.8M

All web addresses on file

Official SEC filing: View on IAPD