MONEYWELL

MONEYWELL is an SEC-registered investment adviser (CRD 134514). Regulatory assets under management: $64.2M.

Registration

• CRD: 134514
• Type: Registered investment adviser
• Phone: (510) 864-9990
• Latest filing: 2026-03-30
• Regulatory AUM: $64.2M
• Discretionary AUM: $64.2M
• Clients: 2
• Accounts: 132

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 134514 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search