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AMERICAN MONEY MANAGEMENT, LLC
CRD 115357File 801-60976
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$844.0M
Above cohort median (national)
Discretionary AUM
$831.6M
Non-discretionary $12.4M
Clients
832
1,862 accounts
Employees
13
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 4, 2002
- Principal office
- 14249 RANCHO SANTA FE FARMS ROAD, RANCHO SANTA FE, CA, 92067
- Phone
- 858-755-0909
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $844.0M
- Discretionary AUM
- $831.6M
- Non-discretionary AUM
- $12.4M
- Discretionary accounts
- 1,859
- Non-discretionary accounts
- 3
- Total accounts
- 1,862
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.4M |
| Charitable organizations | Fewer than 5 | $6.7M |
| High net worth individuals | 211 | $656.6M |
| Pension and profit sharing plans | Fewer than 5 | $12.4M |
| Individuals (other than high net worth individuals) | 621 | $164.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.