# Money Management Concepts

Money Management Concepts is a Bank / Wealth / Trust based in Melbourne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Melbourne, United States
- **Region:** North America
- **Address:** Melbourne, FL, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** moneymanagementconcepts.com
- **LinkedIn:** https://linkedin.com/company/money-management-concepts-inc

## Regulatory record

- **CRD number:** 111485
- **SEC file number:** 801-123107
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-24
- **Reports private funds:** No

## About

Founded in 1993 and headquartered in Melbourne, Florida, Money Management Concepts provides investment advisory and financial planning services. The firm structures its offering around portfolio management, retirement planning, and wealth transfer strategies for individuals, high-net-worth families, trusts, estates, and charitable organizations. It also serves corporate clients and business entities, positioning itself as a generalist wealth manager on Florida's Space Coast. The firm's investment approach and asset-class mix are not publicly documented. There are no disclosed direct deals, fund commitments, or co-investments available in the public record. Its geographic footprint appears confined to its Melbourne headquarters, with no additional offices, satellite locations, or affiliated advisory networks disclosed. The firm operates as a private, closely held entity with no external reporting obligations that would surface its strategy or deployment activity. Team size, leadership structure, and professional headcount remain undisclosed. No named principals appear in corporate filings or financial registries. The firm maintains no known adjacent vehicles — no philanthropic foundation, real-asset arm, or operating business is associated with the Money Management Concepts name. There are no verifiable operational events, promotions, strategy shifts, or product launches in the public domain within the last 24 months. Money Management Concepts operates as a closed-architecture wealth manager — a structure that is not unusual, but its complete opacity distinguishes it even among private advisory shops. The firm maintains no public-facing regulatory filings beyond basic registration, and its website offers no substantive detail on investment philosophy or client outcomes. For an institutional allocator, the firm presents no verifiable points of entry, no track record to diligence, and no named decision-makers to engage.

## Sectors

- Wealth Management

## Questions

### What services does Money Management Concepts provide?

The firm offers investment advisory services, financial planning, portfolio management, and retirement planning. Its client base includes individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and business entities, per the firm's regulatory disclosures.

### Who runs Money Management Concepts?

No named principals appear in publicly available corporate filings, financial registries, or the firm's own website. The firm operates as a private entity and has not disclosed its leadership structure, investment committee composition, or key decision-makers.

### Does Money Management Concepts have any known institutional LP relationships or co-investment programs?

There is no public record of Money Management Concepts participating in institutional LP commitments, co-investment programs, or pooled investment vehicles alongside external general partners. The firm's investment activity is entirely opaque to outside observers.

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Updated: 2026-10-23T13:24:27Z

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