RIA Intel›Advisers›Texas›DALLAS MONEY MANAGEMENT LLC

DALLAS MONEY MANAGEMENT LLC

Advisory

TX

Data as of Nov 6, 2025 · Source: SEC Form ADV

Rank in TX

#2,690

of 2,813 advisers by AUM

Average account

$450K

across 2 accounts

AUM per adviser

$901K

1 advisers

Source: SEC Form ADV. Figures as filed Nov 6, 2025.

Total AUM

$901K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$901K

Discretionary AUM$901K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

INKED INVESTMENTS, LLC

$901K

REFINED WEALTH LLC

$901K

LIBERTY FUNDS GROUP, INC.

COLLEYVILLE, TX

$900K

JACKSON FINANCIAL SERVICES LLC

$909K

FUNDIFY ADVISORS LLC

$889K

FORTUNA FUNDS, LLC

$915K

Get the full picture on DALLAS MONEY MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DALLAS MONEY MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans