American Money Management, LLC
● SEC registered since 2002CRD 115357SEC# 801-60976Rancho Santa Fe, CA
Reg. AUM
$844M
Employees
13
Accounts
1,862
Location
Rancho Santa Fe, CA
American Money Management, LLC assets under management
American Money Management, LLC is an investment advisory firm registered with the SEC based in Rancho Santa Fe, CA. The firm has been registered since 2002. It reports $844 million in regulatory assets under management and employs 13 people.
American Money Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gabriel Benwool Wisdom Control | Member/Managing Director | 50-75% | 1999 |
| Marnie Walters Baird Control | Chief Compliance Officer | Under 5% | 2025 |
| Michael John Moore Control | Member/Managing Director/Chief Investment Officer | 50-75% | 2006 |
Frequently asked questions
How much does American Money Management, LLC manage?
American Money Management, LLC reports $844 million in regulatory assets under management on its Form ADV.
How many employees does American Money Management, LLC have?
American Money Management, LLC reports 13 employees.
Where is American Money Management, LLC located?
American Money Management, LLC is based in Rancho Santa Fe, CA and has been SEC-registered since 2002.
Does American Money Management, LLC disclose fund performance?
American Money Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14249 Rancho Santa Fe Farms Road, Rancho Santa Fe, CA 92067 |
| Phone | 858-755-0909 |
| Fax | 858-259-6906 |
| Office hours | 7:00a.m. To 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$844M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$844Mregulatory AUM
Discretionary $831.6MNon-discretionary $12.4M