RANCHO SANTA FE, CACRD 115357Latest ADV March 24, 2026
American Money Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rancho Santa Fe, CA. Its latest Form ADV filing, dated March 24, 2026, reports $844M in regulatory assets under management, 13 employees, 4 offices, and 1,862 accounts.
Assets Under Management
$844M
Employees
13
Offices
4 offices
Total Clients
832
Primary office
RANCHO SANTA FE, CA
14249 RANCHO SANTA FE FARMS ROAD, RANCHO SANTA FE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
621
2
HNWI
25.4%
211
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$844Mas of March 24, 2026
Discretionary98.5%
$832M
99% of total RAUM98.5%
Non-discretionary1.5%
$12M
1% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$844M
Total Accounts1,862
10Y AUM Change+$605M (+253.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee64:1
10Y Employee Change+3 (+30.0%)
* 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.