Money Management Services, Inc.
- Regulatory AUM
- $443M
- Discretionary
- $426M
- Clients
- 522
- Avg AUM / client
- $848K
- Accounts
- 1,377
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 368 | $152M | 34.4% |
| High net worth individuals | 153 | $290M | 65.5% |
| Pension and profit sharing plans | 1 | $430K | 0.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Ray Rice | Director, Chairman, Chief Compliance Officer | CFP | Sep 1992 (34y) | 75% or more |
| Rice, Gwendolyn, Richards | Director | Sep 1992 (34y) | 10% – 25% | |
| Andrew Donald Rice | President, Chief Financial Officer | Jan 2002 (25y) | Less than 5% | |
| Audrea Rice Robbins | Registered representative | Feb 2006 (21y) | ||
| David Alan Wiggins | Registered representative | Sep 2020 (6y) | ||
| Skyler Aaron Trawick | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Pershing $398M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗