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| American Money Management LLC
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| CRD # | 115357 |
| SEC # | 801-60976 |
| CIK # | 0001600085 |
| AUM | 844.0 M (2026-03-24) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 858-755-0909 |
| Address | 14249 Rancho Santa Fe Farms Road Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 30.6 | ||
| Microsoft Corp | 22.9 | ||
| Texas Pacific Land Corp | 15.9 | ||
| Alphabet Inc | 12.9 | ||
| ASML Holding NV | 12.0 | ||
| Costco Wholesale Corp /NEW | 11.9 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Visa Inc | 11.7 | ||
| Mastercard Inc | 11.6 | ||
| General Electric Co | 10.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 621 | 164.9 |
| (b) Individuals (high net worth individuals) | 211 | 656.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 12.4 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,862 | 844.0 |
| By Discretionary | ||
| Discretionary | 1,859 | 831.6 |
| Non-Discretionary | 3 | 12.4 |
| Total | 1,862 | 844.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 844.0 | |
| Total | 1,862 | 844.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001600085] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Seneca Financial Advisors LLC
✚
|
NY | 847.2 M |
|
Barry Investment Advisors LLC
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MA | 846.8 M |
|
Oakworth Asset Management LLC
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AL | 846.3 M |
|
Integrated Quantitative Investments LLC
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WA | 844.8 M |
|
Lincoln Capital LLC
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NE | 844.8 M |
|
Claremont Capital Management LLC
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AZ | 843.9 M |
|
Inlight Wealth Management LLC
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|
GA | 843.3 M |
|
Donald L Hagan LLC
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|
FL | 842.8 M |
|
Loomis Capital Management LP
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|
842.2 M | |
|
Purkiss Capital Advisors LLC
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|
842.2 M |