DISCIPLINED MONEY, LLC

DISCIPLINED MONEY, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 173349). Regulatory assets under management: $53.3M.

Registration

• CRD: 173349
• Type: Registered investment adviser
• Location: 7220 N 16TH ST, PHOENIX, AZ, 85020
• Phone: 6027345123
• Latest filing: 2025-05-26
• Regulatory AUM: $53.3M
• Discretionary AUM: $53.3M
• Clients: 1
• Accounts: 242

Business model

Compensation: Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173349 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search