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ANT MONEY ADVISORS
Legal name: ANT MONEY ADVISORS, LLC
CRD 308481File 801-118951
APPROVED
Retail clients
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$269
Bottom 25% of cohort (national)
Discretionary AUM
$269
Clients
5
5 accounts
Employees
12
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 22, 2020
- Principal office
- 1600 DOVE STREET, SUITE 480, NEWPORT BEACH, CA, 92660
- Phone
- 949-629-4210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $269
- Discretionary AUM
- $269
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $54
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 5 | $269 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 42 | 0 | decreased by42 |
| Apr 1, 2026 | AUM | $607 | $0 | decreased by$607 |
| Apr 1, 2026 | Accounts | 42 | 0 | decreased by42 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 15 | 12 | decreased by3 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 29,445 | 42 | decreased by29,403 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $107,859 | $607 | decreased by$107,252 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 29,445 | 42 | decreased by29,403 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 106,208 | 29,445 | decreased by76,763 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $685,954 | $107,859 | decreased by$578,095 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 106,028 | 29,445 | decreased by76,583 |
| Apr 1, 2022 | Employees | 12 | 15 | increased by3 |
| Apr 1, 2022 | Clients | 140 | 106,208 | increased by106,068 |
| Apr 1, 2022 | AUM | $28,910 | $685,954 | increased by$657,044 |
| Apr 1, 2022 | Accounts | 140 | 106,028 | increased by105,888 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ANT MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ANT MONEY” may also match similarly-named firms). Confirm identity against each filing.
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.