# Money Grads, LLC

> Money Grads, LLC is a state-registered investment advisory firm, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 19, 2019.

- CRD: 299498
- Filed as: MONEY GRADS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 19, 2019
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299498
- AdvisorCensus page: https://advisorcensus.com/firm/money-grads-llc-299498

## Quick answers

**How is Money Grads, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Money Grads, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Money Grads, LLC registered with the SEC or a state?**
Money Grads, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299498.

**Does Money Grads, 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/299498

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Grads, LLC (CRD 299498): Form ADV filing data as of October 2026.