AUMdb

Ant Money Advisors, Llc

SEC-registered Investment Adviser · Boutique (under $100M) CRD 308481 · SEC file 801-118951 · Newport Beach, CA · antmoneyadvisors.com
☆ Save with Pro ADV data as of May 19, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
0
Avg AUM / client
Accounts
0
Employees
12

AUM over time

$0 $686K
May 20, 2020 May 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026

Who they serve

Client typeClientsAUM% of AUM

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Cruttenden, Walter, Wemple Chief Investment Officer Apr 2020 (6y) Less than 5%
Topaz, William, N Chief Compliance Officer Apr 2022 (4y) Less than 5%
Donovan, William, G Chief Executive Officer Oct 2022 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Ant Farm, Inc. Member Jan 2020 A 75% or more
Blast Intergalactic Group Inc. Shareholder Jan 2020 B ≈ 37.5% – 75% via Ant Farm, Inc.
Atm.Com, Inc. Shareholder Jan 2020 B ≈ 37.5% – 75% via Ant Farm, Inc.

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Blast Intergalactic Group Inc.: 50% – 75% of Ant Farm, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
  • Atm.Com, Inc.: 50% – 75% of Ant Farm, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm

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)

FormPeriodSize
Form ADV (full filing) 05/19/2026 1.22 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

  • Fixed fees

Services

  • Portfolio management for individuals/small businesses

Custody

Reported custodians

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: May 19, 2026.

View current Form ADV (SEC/IAPD) ↗