# Money Managers

Money Managers is a Bank / Wealth / Trust based in San Antonio, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** 333 City Boulevard West #300, Orange, CA 92868, United States
- **Founded:** 2009
- **Assets under management:** Undisclosed
- **Website:** ocmoneymanagers.com
- **LinkedIn:** https://www.linkedin.com/company/money-managers

## Regulatory record

- **CRD number:** 104529
- **SEC file number:** 801-134024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104529

## About

Money Managers was founded in 2009 and operates as a registered investment adviser currently led by Marc Aarons, with additional principals Max Abrams, Sam Aarons, Fredrik Whitley, and Norico Moore listed across offices in Orange County, Carlsbad, Redlands, and Las Vegas. The firm describes its mission as ongoing financial advocacy, positioning tax planning and accounting services alongside investment management rather than treating them as separate engagements. The firm advises individuals, small businesses, and charities. Its service stack spans investment management, financial planning, retirement planning, and insurance solutions spanning health, life, disability, and long-term care coverage. A recent market commentary — the May 2026 Financial Market Update authored by Marc Aarons — noted US markets reaching record highs in April 2026, analyzing the drivers of that climb for the firm’s client base. Geographic coverage concentrates on Southern California and Nevada; the firm maintains dedicated phone lines and email addresses for Orange County, Las Vegas, Redlands, and Carlsbad. Team size is not publicly disclosed. The firm’s website emphasizes a proprietary risk-tolerance assessment tool and publishes monthly market updates alongside educational content on 401(k) transitions, employer matching, and sustainable withdrawal rates. In recent months, the firm has used social media to examine how a $1.6 million retirement portfolio can support long-term income depending on spending, taxes, and investment strategy (per the firm's social media posts, 2026). Structurally, Money Managers is an independent advisory practice that blurs the line between tax accountant and investment manager — an architecture that keeps filing strategy and asset allocation under one roof rather than outsourced to separate providers. That model depends heavily on the judgment of its named principals, making succession a live question for clients whose plans span decades.

## Sectors

- Financial Services
- Insurance

## Offices

- Las Vegas, NV
- Redlands, CA
- Carlsbad, CA

## People

- Marc Aarons — Principal
- Max Abrams — Principal
- Sam Aarons — Principal
- Fredrik Whitley — Principal
- Norico Moore — Principal

## Questions

### How does Money Managers integrate tax planning with investment management?

The firm markets itself as a financial planning and tax accounting firm alongside its investment advisory services, claiming deep understanding of tax laws and regulations affecting high-net-worth individuals, retirees, and business owners. This allows portfolio decisions to be shaped by tax-efficiency considerations — such as withdrawal sequencing and Medicare optimization — rather than handled by separate outside preparers.

### What types of clients does the firm serve?

Money Managers advises individuals, small businesses, and charities. Its website content focuses heavily on retirees, pre-retirees, and business owners navigating cash flow, benefits, and long-term income planning.

### Where are Money Managers' offices located?

The firm maintains four offices: its Orange County headquarters at 333 City Boulevard West in Orange, California, plus locations in Las Vegas (7495 W. Azure Drive), Redlands (829 W Colton Ave), and Carlsbad (1947 Camino Vida Roble).

## Related profiles

- [Money Management Services](https://altss.com/profile/money-management-services)
- [Money Matters Wealth Management](https://altss.com/profile/money-matters-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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