RIA Intel›Advisers›California›MY MONEY MGR LLC

MY MONEY MGR LLC

Advisory

CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA

#4,741

of 5,480 advisers by AUM

Average account

$320K

across 25 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

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

7 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

BLOCH PRIVATE WEALTH, LLC

$8M

ANCHOR WEALTH MANAGEMENT

DIAMOND BAR, CA

$8M

MCWILLIAMS ASSET MANAGEMENT INC.

$8M

RUDD, FRED LYNN

$8M

JAMES M. O'BRIEN, INC.

$8M

STEVENS, COLE ANDREW

SAN LUIS OBISPO, CA

$8M

Get the full picture on MY MONEY MGR LLC

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

Create a free account →See plans