HEALTHY LOVE AND MONEY

HEALTHY LOVE AND MONEY is an SEC-registered investment adviser (CRD 324451). Regulatory assets under management: $250K.

Registration

• CRD: 324451
• Type: Registered investment adviser
• Phone: 980-275-1627
• Latest filing: 2026-03-27
• Regulatory AUM: $250K
• Discretionary AUM: $250K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324451 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search