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MEARS MONEY MANAGEMENT

CRD 277163

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$38.4M

Discretionary AUM

$38.4M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; PORTFOLIO ANALYSIS (MRI) FEES/SELECTION OF OTHER ADVISER FEES

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminarsPORTFOLIO ANALYSIS (MRI) SERVICES

Client types

TypeClientsAUM
Individuals95$38.4M

All web addresses on file

Official SEC filing: View on IAPD