Hedge Fund Database

AMERICAN MONEY MANAGEMENT, LLC

Adviser information for AMERICAN MONEY MANAGEMENT, LLC last updated from Form ADV on March 8th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 12
Investment Advisory/Research 10
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,592 $650.3M
Non-Discretionary 3 $10.2M
Total 1,595 $660.5M

Clients

Type Number RAUM
Individuals 573 $142.0M
HNW Individuals 167 $502.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $12.3M
Charitable organizations <5 $1.8M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $2.2M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesPerformance-based fees

Identifiers

SEC RIA File Number 801-60976
SEC ERA File Number 801-60976
SEC CIK Numbers 1600085
SEC CRD Numbers 115357
Legal Entity Identifier None

Principal Office

14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE
CA
United States
Monday - Friday, 7:00A.M. TO 3:00P.M.
Tel: 858-755-0909, Fax: 858-259-6906

Websites

www.americanmoneymanagement.com www.ammdividendletter.com www.gabrielwisdom.com www.ammfunds.com www.twitter.com/amminv www.facebook.com/americanmoneymanagement www.youtube.com/channel/ucjyt0trsbwuvgjdme8jx_aa www.linkedin.com/company/ammllc www.americanmoneyretirement.com www.americanmoneyretire.com www.amminvest.com www.youtube.com/channel/uc4i5rn2pl5hzax3soxkuzbw www.linkedin.com/company/amm-divorce-financial-consulting/ divorcefinancialconsulting.com tiktok.com/@ammpersonalfinance

Chief Compliance Officer

MICHAEL J. MOORE
MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
14249 RANCHO SANTA FE FARMS ROAD
P.O. BOX 675203
RANCHO SANTA FE
CA
United States
Tel: 858-755-0909
Fax: 858-259-6906
(Full email address available in API data)

Regulatory Contact

GABRIEL WISDOM
MANAGING DIRECTOR
14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE
CA
United States
Tel: 858-755-0909
Fax: 858-259-6906
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WISDOM, GABRIEL, BENWOOL Individual – MEMBER/MANAGER/MANAGING DIRECTOR 01/1999 50-75%
MOORE, MICHAEL, JOHN Individual – MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER 04/2006 50-75%

No. Employees, Historic

2010020192020202120222023202420259 on 7/19/201910 on 3/30/202010 on 6/2/202010 on 7/2/202010 on 11/13/202011 on 3/12/202115 on 7/20/202115 on 3/25/202215 on 4/4/202214 on 7/29/202214 on 3/28/202312 on 3/8/2024

RAUM, Historic

700M350M02019202020212022202320242025274900836 on 7/19/2019316831482 on 3/30/2020316831482 on 6/2/2020316831482 on 7/2/2020316831482 on 11/13/2020392985320 on 3/12/2021392985320 on 7/20/2021552988201 on 3/25/2022552988201 on 4/4/2022552988201 on 7/29/2022552812983 on 3/28/2023660473182 on 3/8/2024

No. Clients, Historic

80040002019202020212022202320242025469 on 7/19/2019613 on 3/30/2020613 on 6/2/2020613 on 7/2/2020613 on 11/13/2020636 on 3/12/2021636 on 7/20/2021743 on 3/25/2022743 on 4/4/2022743 on 7/29/2022769 on 3/28/2023740 on 3/8/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
1/100 Berkshire Htwy Cla COM 612K 100 –
A S M L Holding Nv ADR 7M 7K –
AbbVie Inc Com COM 7M 41K –
Aberdeen Swiss Gold Trust ETF 369K 17K –
Amazon.com Inc. COM 4M 20K –
Apple Computer Inc COM 26M 122K –
Applied Materials Inc COM 3M 11K –
Bank Of America Corp COM 257K 6K –
Berkshire Hathaway Inc B COM 4M 10K –
BlackRock Inc COM 6M 7K –
Broadcom Ltd COM 313K 195 –
Broadridge Financial Solutions, Inc. COM 7M 34K –
Caterpillar Inc COM 482K 1K –
Check Point Software COM 703K 4K –
Cheniere Energy Inc New COM 2M 11K –
Chevron Corp COM 200K 1K –
Cirrus Logic Inc COM 383K 3K –
Cisco Systems Inc COM 584K 12K –
Costco Whsl Corp New COM 11M 12K –
Discover Financial Svcs COM 668K 5K –
Disney Walt Co COM 469K 5K –
Domino s Pizza Inc COM 6M 12K –
Duke Energy Corporation COM 292K 3K –
Enbridge Inc Com COM 206K 6K –
Energy Select Sector SPDR ETF ETF 2M 26K –
Exxon Mobil Corporation COM 367K 3K –
General Electric Company COM 2M 13K –
Google Inc Class A COM 6M 31K –
Google Inc Class C COM 2M 10K –
Home Depot Inc COM 7M 22K –
Honeywell International COM 414K 2K –
IntrcontinentalExchange COM 2M 14K –
Intuit COM 9M 14K –
iShares 0-5 Year Invmt Grade Corp Bd ETF ETF 2M 43K –
Ishares 0-5 Year Tips ETF 11M 109K –
iShares Core Dividend Growth ETF ETF 222K 4K –
iShares DJ International Select Div Index ETF 3M 92K –
iShares iBonds Dec 2024 Term Corp ETF ETF 726K 29K –
iShares iBonds Dec 2025 Term Corp ETF ETF 946K 38K –
iShares iBonds Dec 2026 Term Corp ETF ETF 302K 13K –
iShares iBonds Dec 2027 Term Corp ETF ETF 419K 18K –
iShares Morningstar Mid-Cap Growth ETF ETF 384K 6K –
iShares Russell 1000 Growth Idx ETF 579K 2K –
iShares Russell Midcap Idx ETF 227K 3K –
iShares Russell Midcap Value Idx ETF 301K 2K –
iShares S&P 500 Idx ETF 273K 500 –
iShares S&P MidCap 400 Idx ETF 645K 11K –
iShares S&P SmallCap 600 Idx ETF 6M 53K –
J P Morgan Chase & Co COM 9M 43K –
Johnson & Johnson COM 5M 34K –
JPMorgan Core Plus Bond ETF ETF 14M 292K –
JPMorgan Emerging Markets ETF ETF 9M 162K –
JPMorgan Equity Premium Income ETF ETF 682K 12K –
JPMorgan Ultra-Short Income ETF COM 2M 31K –
Lennar Corp COM 907K 6K –
Lilly Eli & Company COM 4M 5K –
Lockheed Martin Corp COM 7M 14K –
Lowes Companies Inc COM 269K 1K –
Marriott Intl Inc Cl A COM 5M 20K –
Mastercard Inc COM 9M 21K –
Mc Donalds Corp COM 5M 21K –
Merck & Co Inc COM 305K 2K –
Meta Platforms Inc Class A COM 2M 5K –
Micron Technology Inc COM 590K 4K –
Microsoft Corp COM 22M 50K –
Norfolk Southern Corp COM 821K 4K –
Northrop Grumman Corp COM 6M 13K –
Nvidia Corp COM 3M 25K –
Nxp Semiconductors COM 3M 10K –
Palo Alto Networks Inc COM 1M 3K –
Paychex Inc COM 5M 43K –
Pepsico Incorporated COM 4M 26K –
Philip Morris International COM 5M 52K –
PowerShares QQQ Trust ETF 2M 4K –
Procter & Gamble Co COM 232K 1K –
ProShares S&P MidCap 400 Dividend Arst ETF 272K 4K –
Qualcomm Inc COM 5M 28K –
S&P Global Inc Com COM 2M 5K –
S&P MidCap 400 SPDRs ETF 821K 2K –
SAP SE COM 246K 1K –
Schw US Brd Mkt Etf ETF 355K 6K –
Schwab US LargeCap ETF ETF 9M 140K –
Schwab US LargeCap Growth ETFA(TM) ETF 282K 3K –
Schwab US MidCap ETF ETF 6M 77K –
Spdr S&P 500 Value Etf ETF 4M 75K –
SPDR S&P 600 Small Cap Growth ETF ETF 222K 3K –
SPDR S&P Dep Rcpt ETF 675K 1K –
SPDR S&P Dividend ETF 8M 59K –
SPDR@ MSCI USA StrategicFactors ETF ETF 9M 58K –
SPDR@ Portfolio Large Cap ETF ETF 753K 12K –
SPDR@ Portfolio Mid Cap ETF ETF 356K 7K –
Starbucks Corp COM 4M 54K –
T J X Cos Inc COM 380K 3K –
Taiwan Semiconductor Inc ADR 470K 3K –
Target Corporation COM 802K 5K –
Technology Select SPDR Fd ETF 3M 14K –
Tesla Motors Inc COM 363K 2K –
Texas Instruments Inc COM 2M 8K –
Texas Pacific Land Trust COM 9M 12K –
The Charles Schwab Corp COM 6M 82K –
Thermo Fisher Scientific Inc COM 3M 5K –
Toyota Motor ADR 272K 1K –
Ulta Cosmetics & Fragrances COM 587K 2K –
Union Pacific Corp COM 6M 26K –
UnitedHealth Group COM 1M 2K –
Vanguard 500 ETF ETF 1M 2K –
Vanguard Consumer Staples ETF ETF 372K 2K –
Vanguard CRSP US Mid Cap Index ETF 3M 11K –
Vanguard Dividend Apprciation Index ETF 658K 4K –
Vanguard FTSE Developed Markets ETF 16M 318K –
Vanguard Growth ETF ETF 227K 607 –
Vanguard Health Care ETF 577K 2K –
Vanguard High Dividend Yield ETF 315K 3K –
Vanguard Intermediate Term Bond ETF 15M 200K –
Vanguard Large Cap US Prime Market 750 ETF 984K 4K –
Vanguard MSCI US Prime Mkt Value ETF ETF 736K 5K –
Vanguard MSCI US SmCap Growth ETF 341K 1K –
Vanguard REIT Fd ETF 258K 3K –
Vanguard Russell 1000 Growth ETF ETF 1M 13K –
Vanguard Short Term Bond ETF 473K 6K –
Vanguard Short-Term Corporate Bond ETF ETF 26M 333K –
Vanguard Short-Term Treasury ETF ETF 25M 432K –
Vanguard Small Cap ETF 936K 4K –
Vanguard SmCap Value ETF ETF 761K 4K –
Vanguard Total Stock Mkt Fd ETF 9M 32K –
Vanguard Total World Stock ETF 636K 6K –
Vanguard US MidCap Value Index ETF 507K 3K –
Visa Inc. COM 9M 34K –
Wells Fargo & Co. COM 2M 35K –
Williams Sonoma COM 319K 1K –
WisdomTree Dynamic Ccy Hdgd Intl Eq ETF ETF 448K 13K –
WisdomTree Floating Rate Treasury ETF ETF 426K 8K –
Yum Brands Inc COM 431K 3K –