Proper Money Management

Proper Money Management LLC is a registered investment adviser with minimal public disclosure, based in New Jersey.

Proper Money Management

PROPER MONEY MANAGEMENT LLC is an SEC-registered investment adviser in ARVADA, CO. The firm manages approximately $2 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Is Proper Money Management LLC an active registered investment adviser?

Yes. The firm holds or held registrations with the SEC and FINRA as an investment adviser. Its most recent public filing was submitted from a New Jersey address, confirming its status as a regulated entity, though the nature of its current advisory activity is not disclosed.

Who manages investment decisions at the firm?

The principals responsible for investment decisions are not identified in any public filing, press report, or the firm's limited regulatory disclosures. Ownership and control persons remain unpublished, which is a departure from the typical transparency practiced by registered advisers.

What is the firm's known investment strategy?

Proper Money Management has made no public statements regarding its investment philosophy, asset allocation, or client mandate. No 13F equity holdings or private placement investments have been attributed to the firm by financial data aggregators or regulatory tracking services.

Does Proper Money Management maintain a public website or client-facing presence?

There is no known website, LinkedIn profile, or marketing presence for Proper Money Management LLC. This absence of a digital footprint is unusual among active RIAs and limits available information to the text of its regulatory filings.

Has the firm been cited in any known enforcement actions or industry awards?

A search of SEC, FINRA, and state regulatory records shows no publicly reported enforcement actions against Proper Money Management. Likewise, the firm has not been recognized by industry publications or associations for investment performance or practice management.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.