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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SELECT MONEY MANAGEMENT, INC.

CRD 153256

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c779ce7-3428-5288-5e2d-395536d428bd

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 6
On other graphs: 0
Observed: Apr 2, 2012 to Aug 17, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.11 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.8B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $258Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 8
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,627
Individual clients: 507
High net worth clients: 399
SEC number: 801-71212
CRD: 153256
Filings on the tape: 38
First filed: Apr 2, 2012
Latest filed: Aug 17, 2026
Organised: Corporation, CA
Website: seia.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KIM, ALEX	DEPUTY COMPLIANCE OFFICER	Na	yes	01/2026	Aug 17, 2026	Aug 17, 2026
Masterson, Stephen, V	CHIEF FINANCIAL OFFICER	Na	yes	10/2025	Aug 17, 2026	Aug 17, 2026
MATRISIAN, MATTHEW, JAMES	President	Na	yes	10/2025	Aug 17, 2026	Aug 17, 2026
ROSEN, ERIC, ZACHARY	CHIEF OPERATING OFFICER	Na	yes	10/2026	Aug 17, 2026	Aug 17, 2026
SEIA HOLDINGS, LLC	Shareholder	E	yes	10/2025	Aug 17, 2026	Aug 17, 2026
AMARADIO, ANTHONY, JOSEPH	CHIEF STRATEGIST; CHIEF MARKETING OFFICER	Na	yes	03/2018	Apr 2, 2012	May 20, 2024
AMARADIO, CARIN, RUTH	PRESIDENT;CHIEF EXECUTIVE OFFICER;CHIEF COMPLIANCE OFFICER	E	yes	02/2010	Apr 2, 2012	May 20, 2024
THOMPSON, LAURIE, ANN	VICE PRESIDENT;CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER	Na	yes	02/2013	Feb 21, 2013	May 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SELECT PORTFOLIO MANAGEMENT INC	n/a	Former SEC adviser	$0	N	yes	n/a
CARIN R. AMARADIO	n/a	n/a	n/a	Y	yes	n/a
SECURITIES EQUITY GROUP	n/a	n/a	n/a	N	yes	n/a
SPM INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$1.8B	$1.8B	8	8	1	n/a	n/a
2024	Mar 24, 2025	$1.5B	$1.4B	8	8	0	n/a	n/a
2023	Mar 26, 2024	$1.1B	$1.1B	8	8	0	n/a	n/a
2022	Mar 13, 2023	$784M	$760M	8	8	0	n/a	n/a
2021	Mar 28, 2022	$650M	$630M	8	8	0	n/a	n/a
2020	Mar 30, 2021	$467M	$433M	8	8	0	n/a	n/a
2019	Mar 26, 2020	$345M	$317M	8	8	0	n/a	n/a
2018	Mar 27, 2019	$251M	$226M	8	8	0	n/a	n/a
2017	Mar 30, 2018	$263M	$232M	7	7	0	n/a	n/a
2016	Mar 30, 2017	$201M	$174M	7	7	n/a	n/a	n/a
2015	Mar 31, 2016	$178M	$152M	7	7	n/a	n/a	n/a
2014	Mar 31, 2015	$151M	$127M	7	7	n/a	n/a	n/a
2013	Mar 27, 2014	$131M	$112M	7	7	n/a	n/a	n/a
2012	Mar 27, 2013	$117M	$87.7M	7	7	n/a	n/a	n/a
2011	Apr 2, 2012	$94.5M	$70.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.5B	20.8%	$784M	32.0%	8	8	1	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Seia	6	Dec 31, 2025	Oct 27, 2025	LOS ANGELES, CA	Firm absorbed	RIA to ibd	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SELECT PORTFOLIO MANAGEMENT INC	6	Oct 19, 2025	Mar 21, 2019	ALISO VIEJO, CA	Firm absorbed	Other	100.0%

Relationships

Affiliated with (2)

→ SELECT PORTFOLIO MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV
← SELECT PORTFOLIO MANAGEMENT INCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (12)

← SEMIR MUTWAKIL AMINAdvisorregistration: previous registration
Feb 12, 2013 to Dec 31, 2025factForm ADV
← ALEX KIMAdvisorregistration: current employment
Feb 10, 2026 to presentfactForm ADV
← DANIEL AMARADIOAdvisorregistration: previous registration
Feb 12, 2013 to Dec 31, 2025factForm ADV
← MARK GOLDSMITHAdvisorregistration: previous registration
Feb 11, 2013 to Dec 31, 2025factForm ADV
← ANTHONY PIZZOAdvisorregistration: previous registration
Mar 21, 2019 to Dec 31, 2025factForm ADV
← Anthony Joseph AmaradioAdvisorregistration: previous registration
Feb 22, 2013 to Dec 31, 2025factForm ADV
← GARY RAYMOND MCCARVERAdvisorregistration: previous registration
Feb 11, 2013 to Dec 31, 2025factForm ADV
← PARK E RANDAZZOAdvisorregistration: previous registration
Feb 13, 2013 to Apr 3, 2018factForm ADV
← DAVID MICHAEL JONESAdvisorregistration: previous registration
Mar 10, 2011 to Jun 1, 2012factForm ADV
← GILBERT ROWLAND HESSAdvisorregistration: previous registration
Sep 28, 2011 to Mar 31, 2012factForm ADV
← ADAM PATRICK LIQUORIAdvisorregistration: previous registration
Mar 15, 2010 to Mar 1, 2012factForm ADV
← MICHAEL W SELLMANAdvisorregistration: previous registration
Nov 1, 2010 to Aug 5, 2011factForm ADV

Moved with (2)

→ SEIARegistered adviser6 advisors, firm absorbed, same day
Dec 31, 2025 to Oct 27, 2025factForm ADV
← SELECT PORTFOLIO MANAGEMENT INCRegistered adviser6 advisors, firm absorbed, same day
Oct 19, 2025 to Mar 21, 2019factForm ADV

Controls (3)

← THOMPSON, LAURIE, ANNOwnerVICE PRESIDENT;CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER, ownership code NA, individual
Feb 21, 2013 to May 20, 2024factForm ADV
← AMARADIO, CARIN, RUTHOwnerPRESIDENT;CHIEF EXECUTIVE OFFICER;CHIEF COMPLIANCE OFFICER, ownership code E, individual
Apr 2, 2012 to May 20, 2024factForm ADV
← AMARADIO, ANTHONY, JOSEPHOwnerCHIEF STRATEGIST; CHIEF MARKETING OFFICER, ownership code NA, individual
Apr 2, 2012 to May 20, 2024factForm ADV

Dated events

Occurred
Dec 31, 2025
Firm absorbed
Select Money Management, Inc.'s advisors moved to Seia (Los Angeles, CA): 6 of 6 registered, on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Oct 19, 2025
Firm absorbed
Select Portfolio Management Inc's advisors moved to Select Money Management, Inc. (Aliso Viejo, CA): 6 of 6 registered, on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Mar 24, 2025
Regulatory AUM changed
Select Money Management, Inc. reported RAUM $1.5B, up 35% from $1.1B (2024-05-20 to 2025-03-24)
Form ADVobserved 6 days ago
$386M
Occurred
Mar 26, 2024
Regulatory AUM changed
Select Money Management, Inc. reported RAUM $1.1B, up 41% from $784.0M (2023-03-13 to 2024-03-26)
Form ADVobserved 6 days ago
$324M
Occurred
Mar 28, 2022
Regulatory AUM changed
Select Money Management, Inc. reported RAUM $650.4M, up 39% from $467.1M (2021-03-30 to 2022-03-28)
Form ADVobserved 6 days ago
$183M
Occurred
Mar 30, 2021
Regulatory AUM changed
Select Money Management, Inc. reported RAUM $467.1M, up 35% from $345.0M (2020-06-30 to 2021-03-30)
Form ADVobserved 6 days ago
$122M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c779ce7-3428-5288-5e2d-395536d428bd
First observed: Apr 2, 2012
Last observed: Aug 17, 2026 35 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SELECT MONEY MANAGEMENT, INC.

CRD 153256

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7c779ce7-3428-5288-5e2d-395536d428bd

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIM, ALEX

DEPUTY COMPLIANCE OFFICER

yes

01/2026

Aug 17, 2026

Masterson, Stephen, V

CHIEF FINANCIAL OFFICER

yes

10/2025

Aug 17, 2026

MATRISIAN, MATTHEW, JAMES

President

yes

10/2025

Aug 17, 2026

ROSEN, ERIC, ZACHARY

CHIEF OPERATING OFFICER

yes

10/2026

Aug 17, 2026

SEIA HOLDINGS, LLC

Shareholder

yes

10/2025

Aug 17, 2026

AMARADIO, ANTHONY, JOSEPH

CHIEF STRATEGIST; CHIEF MARKETING OFFICER

yes

03/2018

Apr 2, 2012

May 20, 2024

AMARADIO, CARIN, RUTH

PRESIDENT;CHIEF EXECUTIVE OFFICER;CHIEF COMPLIANCE OFFICER

yes

02/2010

Apr 2, 2012

May 20, 2024

THOMPSON, LAURIE, ANN

VICE PRESIDENT;CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER

yes

02/2013

Feb 21, 2013

May 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SELECT PORTFOLIO MANAGEMENT INC

n/a

Former SEC adviser

yes

n/a

CARIN R. AMARADIO

n/a

yes

n/a

SECURITIES EQUITY GROUP

n/a

yes

n/a

SPM INSURANCE SERVICES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$1.8B

n/a

2024

Mar 24, 2025

$1.5B

$1.4B

n/a

2023

Mar 26, 2024

$1.1B

n/a

2022

Mar 13, 2023

$784M

$760M

n/a

2021

Mar 28, 2022

$650M

$630M

n/a

2020

Mar 30, 2021

$467M

$433M

n/a

2019

Mar 26, 2020

$345M

$317M

n/a

2018

Mar 27, 2019

$251M

$226M

n/a

2017

Mar 30, 2018

$263M

$232M

n/a

2016

Mar 30, 2017

$201M

$174M

n/a

2015

Mar 31, 2016

$178M

$152M

n/a

2014

Mar 31, 2015

$151M

$127M

n/a

2013

Mar 27, 2014

$131M

$112M

n/a

2012

Mar 27, 2013

$117M

$87.7M

n/a

2011

Apr 2, 2012

$94.5M

$70.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.5B

20.8%

$784M

32.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Seia

Dec 31, 2025

Oct 27, 2025

LOS ANGELES, CA

Firm absorbed

RIA to ibd

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SELECT PORTFOLIO MANAGEMENT INC

Oct 19, 2025

Mar 21, 2019

ALISO VIEJO, CA

Firm absorbed

Other

100.0%