MEARS MONEY MANAGEMENT

MEARS MONEY MANAGEMENT is an SEC-registered investment adviser (CRD 277163). Regulatory assets under management: $38.4M.

Registration

• CRD: 277163
• Type: Registered investment adviser
• Phone: 661-775-3704
• Latest filing: 2026-03-23
• Regulatory AUM: $38.4M
• Discretionary AUM: $38.4M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277163 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search