# Disciplined Money, LLC

> Disciplined Money, LLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 26, 2025.

- CRD: 173349
- Filed as: DISCIPLINED MONEY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: May 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173349
- AdvisorCensus page: https://advisorcensus.com/firm/disciplined-money-llc-phoenix-az-173349

## Quick answers

**How is Disciplined Money, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Disciplined Money, LLC reports these compensation arrangements: hourly charges.

**Where is Disciplined Money, LLC located?**
Disciplined Money, LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Disciplined Money, LLC registered with the SEC or a state?**
Disciplined Money, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173349.

**How much does Disciplined Money, LLC manage?**
Disciplined Money, LLC reports $53,317,986 in regulatory assets under management in its Form ADV filing dated May 26, 2025 (100% discretionary).

**What types of clients does Disciplined Money, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (32); individuals (other than high net worth individuals) (18).

**Does Disciplined Money, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173349

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $53,317,986
- Discretionary: $53,317,986
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $16,453,600 |
| High net worth individuals | 32 | $36,864,386 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- disciplinedmoney.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Disciplined Money, LLC (CRD 173349): Form ADV filing data as of October 2026.