{
  "crd_number": 135340,
  "slug": "moneypro-wealth-management-llc-franklin-tn-135340",
  "primary_business_name": "MONEYPRO WEALTH MANAGEMENT, LLC",
  "legal_name": "MONEYPRO WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Franklin",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "33860",
  "metro": {
    "cbsa_code": "33860",
    "common_name": "Montgomery",
    "msa_name": "Montgomery, AL",
    "path": "/advisors/al/montgomery"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1995-08-08",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1807082.0,
  "raum_discretionary": 1807082.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1807082.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "TN"
  ],
  "websites": [
    "https://facebook.com/503855363358259",
    "https://linkedin.com/IN/ROBERT-BAILEY-THEMONEYPRO",
    "https://themoneypro.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135340",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "FRANKLIN",
  "url": "https://advisorcensus.com/firm/moneypro-wealth-management-llc-franklin-tn-135340",
  "display_name": "Moneypro Wealth Management, LLC",
  "summary": "Moneypro Wealth Management, LLC is a state-registered investment advisory firm in Franklin, TN, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Moneypro Wealth Management, LLC (CRD 135340): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Moneypro Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moneypro Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Moneypro Wealth Management, LLC located?",
      "a": "Moneypro Wealth Management, LLC's principal office is in Franklin, TN, according to its Form ADV."
    },
    {
      "q": "Is Moneypro Wealth Management, LLC registered with the SEC or a state?",
      "a": "Moneypro Wealth Management, LLC is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 135340."
    },
    {
      "q": "How much does Moneypro Wealth Management, LLC manage?",
      "a": "Moneypro Wealth Management, LLC reports $1,807,082 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Moneypro Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7)."
    },
    {
      "q": "Does Moneypro Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135340"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/moneypro-wealth-management-llc-franklin-tn-135340.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1807082.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/135340",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}