MONEYPRO WEALTH MANAGEMENT, LLC

MONEYPRO WEALTH MANAGEMENT, LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 135340). Regulatory assets under management: $1.8M.

Registration

• CRD: 135340
• Type: Registered investment adviser
• Location: 2550 MERIDIAN BLVD, FRANKLIN, TN, 36067
• Phone: 714-832-9351
• Latest filing: 2026-03-31
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search