# Money Managers, Inc.

> Money Managers, Inc. is a state-registered investment advisory firm in Las Vegas, NV, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 151602
- Filed as: MONEY MANAGERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Las Vegas, NV
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151602
- AdvisorCensus page: https://advisorcensus.com/firm/money-managers-inc-las-vegas-nv-151602

## Quick answers

**How is Money Managers, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Money Managers, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Money Managers, Inc. located?**
Money Managers, Inc.'s principal office is in Las Vegas, NV, according to its Form ADV; the July 2025 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Money Managers, Inc. registered with the SEC or a state?**
Money Managers, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 151602.

**How much does Money Managers, Inc. manage?**
Money Managers, Inc. reports $69,651,016 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Money Managers, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Money Managers, Inc.: Regulatory assets under management: $108,029,000 in the October 2022 data and $69,651,016 in the October 2026 data, down 36%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Money Managers, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (133); other (29); high net worth individuals (20).

**Does Money Managers, Inc. 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/151602

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $69,651,016
- Discretionary: $69,651,016
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 133 | $40,613,591 |
| High net worth individuals | 20 | $27,994,456 |
| 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 | 6 | $531,117 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 29 | $511,852 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2025 filing
- Carlsbad, CA
- Orange, CA
- Redlands, CA

### Websites listed on Form ADV (Item 1.I)
- lvmoneymanagers.com
- moneymanagersusa.com
- ocmoneymanagers.com
- Facebook @OCMONEYMANAGERS
- LinkedIn @OCMONEYMANAGERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $108,029,000 | 3 | February 15, 2022 |
| October 2023 | $121,467,134 | 5 | February 28, 2023 |
| October 2024 | $153,369,789 | 5 | March 1, 2024 |
| October 2026 | $69,651,016 | 4 | March 18, 2026 |

Regulatory assets under management: $108,029,000 in the October 2022 data and $69,651,016 in the October 2026 data, down 36%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Managers, Inc. (CRD 151602): Form ADV filing data as of October 2026.