American Money Management, Llc
- Regulatory AUM
- $844M
- Discretionary
- $832M
- Clients
- 832
- Avg AUM / client
- $1.0M
- Accounts
- 1,862
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 621 | $165M | 19.5% |
| High net worth individuals | 211 | $657M | 77.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $12.4M | 1.47% |
| Charitable organizations | Fewer than 5 clients | $6.7M | 0.8% |
| Corporations and other businesses | Fewer than 5 clients | $3.4M | 0.41% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriel Benwool Wisdom | Member/Manager/Managing Director | Jan 1999 (28y) | 50% – 75% | |
| Michael John Moore | Member/Manager/Chief Investment Officer/Chief Compliance Officer | Sep 2002 (24y) | 50% – 75% | |
| Glenn Joseph Busch | Registered representative | Apr 2007 (19y) | ||
| Adele Linda Canetti | Registered representative | Jul 2008 (18y) | ||
| Mark Jackson Myers | Registered representative | May 2019 (7y) | ||
| Rana E Davidson | Registered representative | Mar 2021 (5y) | ||
| Jeanni Patricia Harrison | Registered representative | CFP | Jun 2021 (5y) | |
| Marnie Walters Baird | Registered representative | CFP | Jun 2021 (5y) | |
| Rene Paul De Charon | Registered representative | CFP | Jun 2021 (5y) | |
| Shay Tahar | Registered representative | Oct 2024 (2y) | ||
| Thomas William Mcauliffe | Registered representative | Oct 2025 (1y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 994 KB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $832M (99% of AUM) Mar 2026
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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗