PROPER MONEY MANAGEMENT LLC

PROPER MONEY MANAGEMENT LLC is an SEC-registered investment adviser (CRD 329724). Regulatory assets under management: $1.7M.

Registration

• CRD: 329724
• Type: Registered investment adviser
• Phone: (720) 694-8660
• Latest filing: 2026-03-02
• Regulatory AUM: $1.7M
• Discretionary AUM: $1.7M
• Clients: 3
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search