MY MONEY MGR

MY MONEY MGR is an SEC-registered investment adviser (CRD 325395). Regulatory assets under management: $8.0M.

Registration

• CRD: 325395
• Type: Registered investment adviser
• Phone: (714) 248-6464
• Latest filing: 2026-04-01
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: 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 325395 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search