AMERICAN MONEY MANAGEMENT, LLC

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UUID6a4f78da-5d1f-5cfb-94ba-a75467885b7c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:50

Updated2025-10-23 02:24:34

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	115357	115357	—	1.0
sec_file_number	801-60976	801-60976	—	—

Profile

WebsiteHTTPS://WWW.AMERICANMONEYMANAGEMENT.COM

HQ CityRANCHO SANTA FE

HQ StateCA

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)734,010,908.0
RAUM (discretionary)722,489,787.0
Actionable assets581,071,603.0
Accounts1,674.0

Institutional Clients

Government AUM—
Pension AUM11,521,121.0
Charitable AUM1,936,010.0
HNW AUM564,650,441.0

As of 2025-02-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BAIRD, MARNIE, WALTERS	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014289", "owner_id": "6150474", "source": "adv_part1", "table": "Schedule_A_B"}
MOORE, MICHAEL, JOHN	MEMBER/MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER	OFFICER	—	{"filing_id": "2014289", "owner_id": "4591095", "source": "adv_part1", "table": "Schedule_A_B"}
WISDOM, GABRIEL, BENWOOL	MEMBER/MANAGING DIRECTOR	OFFICER	—	{"filing_id": "2014289", "owner_id": "1143562", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

BAIRD, MARNIE, WALTERS

CHIEF COMPLIANCE OFFICER

OFFICER

—

{"filing_id": "2014289", "owner_id": "6150474", "source": "adv_part1", "table": "Schedule_A_B"}

MOORE, MICHAEL, JOHN

MEMBER/MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER

OFFICER

—

{"filing_id": "2014289", "owner_id": "4591095", "source": "adv_part1", "table": "Schedule_A_B"}

WISDOM, GABRIEL, BENWOOL

MEMBER/MANAGING DIRECTOR

OFFICER

—

{"filing_id": "2014289", "owner_id": "1143562", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:34 • csv
```
{
  "date_submitted": "09/04/2025 02:00:22 PM",
  "filing_id": "2014289",
  "reg_type": "IA"
}
```

AMERICAN MONEY MANAGEMENT, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1