MONEY POSITIVE

MONEY POSITIVE of AUSTIN, TX is an SEC-registered investment adviser (CRD 218518). Regulatory assets under management: $500K.

Registration

• CRD: 218518
• Type: Registered investment adviser
• Location: 5900 BALCONES DR., AUSTIN, TX, 78731
• Phone: 206-930-4151
• Latest filing: 2026-07-09
• Regulatory AUM: $500K
• Discretionary AUM: $500K
• Clients: 5
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

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 218518 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search