DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Monetary Management Group Inc
Latest filing Jul 28, 2026
First filing on the tape Mar 29, 2012 · 27 filings
SEC status approved since Feb 1, 1983
RAUM
$584M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
66%
$385M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$146M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$584M as of Jul 28, 2026
Jul 31, 2012$330M then
HNW client RAUM$376M as of Jul 28, 2026
Jul 25, 2018$156M then
State-registered IARs (5.B.3)4 as of Jul 28, 2026
Jul 8, 20130 then
Employees (5.A)5 as of Jul 28, 2026
Jul 8, 20138 then
Private funds: no history
RAUM +26% over the last fiscal year+8.7% a year over threeIARs 5 to 4
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $146MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 26derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $3.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Wrap fee program
- $584MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$376M64%
- Pension and profit-sharing plans$153M26%
- Charitable organizations$44.8M7.7%
- Individuals$9.1M1.6%
- Insurance companies$560,0000.1%
- Individual clients
- 13reported
- HNW clients
- 90reported
- Pension plan clients
- 8reported
- Charitable clients
- 5reported
- Accounts
- 171reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.66 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Tom George Wright Jr | St Louis, Mo | Dec 23, 1999 | 28 y | 0 |
| John Henry Blixen | St Louis, Mo | Jan 2, 2003 | 39 y | 0 |
| Patrick Joseph Bruno | St Louis, Mo | Jul 10, 2006 | 29 y | 1 |
| George T BidlemanChartered Financial Analyst | St Louis, Mo | Mar 1, 2013 | 25 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Patrick Joseph Bruno from Jag AdvisorsJul 10, 2006 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- George Tom Wright Jr · President/Chief Compliance Officercontrolsince 01/1998 · owns 10% to 25%
- George Thomas Wright · Ceo/Chief Investment Officer/Directorcontrolsince 02/1983 · owns 75% or more
- Wright Lisa Brunts · Shareholdersince 03/2000 · owns 10% to 25%
- Anne Kathleen Gorman · Shareholdersince 03/2000 · owns 10% to 25%
- Ann Elizabeth Wright-Gajda · Shareholdersince 03/2000 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| St Louis, Mo · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 296 to 171Jan 5, 2026 to Jul 28, 2026
- Advisory employees · 4 to 5Jan 5, 2026 to Jul 28, 2026
- Corporate clients · 1.0 to unsetJan 5, 2026 to Jul 28, 2026
- HNW clients · 112 to 90Jan 5, 2026 to Jul 28, 2026
- Individual clients · 34 to 13Jan 5, 2026 to Jul 28, 2026
- Employees · 6 to 5Jan 5, 2026 to Jul 28, 2026
- Discretionary RAUM · $480M to $571MJan 5, 2026 to Jul 28, 2026
- HNW RAUM · $284M to $376MJan 5, 2026 to Jul 28, 2026
- Individual RAUM · $13.5M to $9.1MJan 5, 2026 to Jul 28, 2026
- Non-discretionary RAUM · $12.6M to $12.6MJan 5, 2026 to Jul 28, 2026
- RAUM · $492M to $584MJan 5, 2026 to Jul 28, 2026
- BD registered reps · 1 to 0Jul 29, 2025 to Jan 5, 2026
- Accounts · 282 to 296Jan 10, 2025 to Jul 29, 2025
- Advisory employees · 5 to 4Jan 10, 2025 to Jul 29, 2025
- HNW clients · 114 to 112Jan 10, 2025 to Jul 29, 2025
- Financial planning clients · unset to Jan 10, 2025 to Jul 29, 2025
- State-registered IARs · 5 to 4Jan 10, 2025 to Jul 29, 2025
- Discretionary RAUM · $448M to $480MJan 10, 2025 to Jul 29, 2025
- HNW RAUM · $237M to $284MJan 10, 2025 to Jul 29, 2025
- Individual RAUM · $11.9M to $13.5MJan 10, 2025 to Jul 29, 2025
- Non-discretionary RAUM · $16.4M to $12.6MJan 10, 2025 to Jul 29, 2025
- Pension RAUM · $176M to $153MJan 10, 2025 to Jul 29, 2025
- RAUM · $465M to $492MJan 10, 2025 to Jul 29, 2025
- Accounts · 289 to 282Nov 29, 2023 to Jul 25, 2024
- Charity clients · 4 to 5Nov 29, 2023 to Jul 25, 2024
- Corporate clients · unset to 1.0Nov 29, 2023 to Jul 25, 2024
- HNW clients · 103 to 114Nov 29, 2023 to Jul 25, 2024
- Individual clients · 33 to 34Nov 29, 2023 to Jul 25, 2024
- Employees · 5 to 6Nov 29, 2023 to Jul 25, 2024
- Discretionary RAUM · $439M to $448MNov 29, 2023 to Jul 25, 2024
- HNW RAUM · $231M to $237MNov 29, 2023 to Jul 25, 2024
- Individual RAUM · $10.9M to $11.9MNov 29, 2023 to Jul 25, 2024
- Non-discretionary RAUM · $16.3M to $16.4MNov 29, 2023 to Jul 25, 2024
- RAUM · $455M to $465MNov 29, 2023 to Jul 25, 2024
- Accounts · 295 to 289Jul 22, 2022 to Jul 17, 2023
- HNW clients · 101 to 103Jul 22, 2022 to Jul 17, 2023
- Individual clients · 34 to 33Jul 22, 2022 to Jul 17, 2023
- Discretionary RAUM · $438M to $439MJul 22, 2022 to Jul 17, 2023
- HNW RAUM · $228M to $231MJul 22, 2022 to Jul 17, 2023
- Individual RAUM · $13.2M to $10.9MJul 22, 2022 to Jul 17, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 314-909-0646reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 314-909-0962reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 800-243-9386reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- MONETARYMANAGEMENTGROUP.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 314-909-0646reportedpublic record, Form ADV, Jul 28, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $146Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026