Asset ManagerRIA · CRD 104694SEC-Registered

Updated:

MONEY PLANS

MONEY PLANS is an SEC-registered investment adviser in SILVER SPRING, MD. The firm manages approximately $108 million in regulatory assets. It has 1 employee...

MONEY PLANS

MONEY PLANS is an SEC-registered investment adviser in SILVER SPRING, MD. The firm manages approximately $108 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

What is known about MONEY PLANS' investment strategy?

Nothing verifiable. The firm has not published a strategy statement, filed an ADV, or appeared in portfolio-company disclosures that would indicate asset-class preferences, stage coverage, or geographic focus.

Who runs MONEY PLANS?

No principals are publicly named. Searches across corporate registries, industry databases, and news archives returned no individual associated with the firm in a leadership or investment role.

Does MONEY PLANS manage external capital?

Unclear. The absence of a Form ADV filing in the SEC's public database, or equivalent registration in other jurisdictions, suggests the firm either does not manage outside capital in a regulated capacity or operates entirely outside US reporting requirements.

Where is MONEY PLANS located?

No headquarter address is known. No jurisdiction has been confirmed through corporate filings, website metadata, or public communications.

Has MONEY PLANS made any discoverable investments?

None have been identified. The firm's name does not appear as an investor in Crunchbase, Pitchbook, or SEC EDGAR filings. It has not been named in any company's funding announcements or regulatory submissions.

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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