Money Managers, Inc.
- Regulatory AUM
- $69.7M
- Discretionary
- $69.7M
- Clients
- 188
- Avg AUM / client
- $370K
- Accounts
- 255
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $40.6M | 58.3% |
| High net worth individuals | 20 | $28.0M | 40.2% |
| Insurance companies | 6 | $531K | 0.76% |
| Other | 29 | $512K | 0.73% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marc Samuel Aarons | President, Cco And Ceo | Sep 2009 (17y) | 75% or more | |
| Max Scott Abrams | Registered representative | Feb 2022 (5y) | ||
| Fredrik Douglas Whitley | Registered representative | Nov 2022 (4y) |
Undisclosed: 0% – 25% 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) | 03/18/2026 | 1.08 MB | 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
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Sei Investments Distribution Co. $27.8M (40% of AUM) Mar 2026
- Charles Schwab & Co. $23.3M (33% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗