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RIA · CRD 325395State-Registered Investment Adviser

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MY MONEY MGR

MY MONEY MGR is a state-registered investment adviser in Irvine, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1...

Overview

MY MONEY MGR is a state-registered investment adviser in Irvine, CA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at MY MONEY MGR?

No investment decision-maker is publicly identified. The office maintains no known LinkedIn profile, website, or regulatory filing that names a CEO, CIO, or managing principal. This level of opaqueness is rare even among family offices that prefer low profiles.

What investment stages or sectors does MY MONEY MGR target?

No sector or stage focus can be confirmed. The absence of portfolio company disclosures, press releases, or investment memoranda means the office's mandate — growth equity, venture, buyout, real assets, or liquid markets — is unknown to external observers.

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