MONEY CALCULUS LLC

MONEY CALCULUS LLC is an SEC-registered investment adviser (CRD 331211). Regulatory assets under management: $21.9M.

Registration

• CRD: 331211
• Type: Registered investment adviser
• Phone: 945-910-2800
• Latest filing: 2026-03-13
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331211 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search