Southwest Money Management Inc is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 23, 2026, reports $288M in regulatory assets under management, 2 employees, and 5 accounts.
Top client segmentIrrevocable Trusts/Estates represent 100.0% of total clients.
Top client categories% of clientsClients
1
Irrevocable Trusts/Estates
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of February 23, 2026
Discretionary100.0%
$288M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$288M
Total Accounts5
10Y AUM Change+$138M (+91.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee3:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.