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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$120MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$120M

Private client RAUM

$120MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$59.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

279

Individual clients

58

High net worth clients

32

Custody, client assets

$119M

SEC number

801-123107

CRD

111485

Filings on the tape

13

First filed

Nov 22, 2011

Latest filed

Feb 24, 2026

Organised

Corporation, FL

Website

moneymanagementconcepts.com

• Occurred

  Dec 22, 2021
  First Form ADV filing

  Money Management Concepts Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c18fe4af-3f9c-d236-34d4-71b3221bbb14

First observed

Nov 22, 2011

Last observed

Feb 24, 2026 6 months 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.