LOS ANGELES, CACRD 153256Latest ADV March 31, 2026
Select Money Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.8B in regulatory assets under management, 8 employees, 1 office, and 2,627 accounts.
Assets Under Management
$1.8B
Employees
8
Offices
1 office
Total Clients
1,031
Primary office
LOS ANGELES, CA
2121 AVE. OF THE STARS, SUITE 1600, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.2% of total clients.
Top client categories% of clientsClients
1
Individuals
49.2%
507
2
HNWI
38.7%
399
3
Charitable
4.5%
46
4
Pension Plans
4.1%
42
5
Corporations
3.6%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 31, 2026
Discretionary97.6%
$1.8B
98% of total RAUM97.6%
Non-discretionary2.4%
$44M
2% of total RAUM2.4%
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.
Total AUM$1.8B
Total Accounts2,627
10Y AUM Change+$1.6B (+796.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee129:1
10Y Employee Change+1 (+14.3%)
* 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.