MEHTA MONEY, LLC

MEHTA MONEY, LLC is an SEC-registered investment adviser (CRD 292885). Regulatory assets under management: $638K.

Registration

• CRD: 292885
• Type: Registered investment adviser
• Phone: 574-707-0885
• Latest filing: 2026-04-30
• Regulatory AUM: $638K
• Discretionary AUM: $638K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292885 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search