THEMONEYMD.COM, LLC

THEMONEYMD.COM, LLC of POLSON, MT is an SEC-registered investment adviser (CRD 288761). Regulatory assets under management: $11.8M.

Registration

• CRD: 288761
• SEC file number: 801-111096
• Type: Registered investment adviser
• Location: 50242 HIGHWAY 93, SUITE #7, POLSON, MT, 59860
• Phone: 208-500-1256
• Latest filing: 2026-07-01
• Regulatory AUM: $11.8M
• Non-discretionary AUM: $11.8M
• Clients: 2
• Accounts: 78

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288761 on SEC IAPD (source of record)
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