Family OfficeRIA · CRD 115357SEC-Registered

Updated:

American Money Management, LLC

American Money Management is an opaque family office operating from the United States with no publicly disclosed principals, AUM, or strategy.

American Money Management, LLC

American Money Management, LLC is an SEC-registered investment adviser in Rancho Santa Fe, CA, since 2002. The firm manages $844 million in assets, with $832 million on a discretionary basis. It has 13 employees and 11 investment advisers.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs American Money Management?

American Money Management does not publicly identify any principals or investment leaders. The firm is registered as a limited-liability company, but no names of founders, CEOs, or CIOs appear in public records or databases. This lack of transparency is unusual for a family office but not unprecedented for a highly private single-family office.

What is the wealth origin behind American Money Management?

The source of wealth for American Money Management is not publicly disclosed. No family name, industry, or entrepreneurial background has been attributed to the firm. This may be intentional to preserve privacy.

Does American Money Management invest directly or through funds?

There is no public record of American Money Management investing directly in companies or committing to external funds. Without disclosed portfolio holdings, fund investments, or co-investment activity, its investment vehicle preference is unknown.

Where is American Money Management based?

The firm does not list a confirmed headquarters city or address. Its legal registration as American Money Management, LLC in the United States suggests a domestic US focus, but no specific location is verifiable. This lack of geographic disclosure is common among family offices that prioritize privacy.

How large is American Money Management?

American Money Management does not publish its AUM or assets under management. No estimates from external sources (e.g. SEC filings, press reports) are available. The firm remains effectively undisclosed in terms of size, making scale assessment impossible.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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