Money Management Financial Services Llc
- Regulatory AUM
- $290M
- Discretionary
- $272M
- Clients
- 331
- Avg AUM / client
- $875K
- Accounts
- 708
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $77.2M | 26.7% |
| High net worth individuals | 68 | $206M | 71.2% |
| Pension and profit sharing plans | 2 | $6.1M | 2.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Mrs Bpo, Llc 401(k) Plan Mrs Bpo, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Anthony Zielinski | Member | CFP | Jan 2017 (10y) | 50% – 75% |
| Theodore Michael Suleski | Managing Member | Jan 2017 (10y) | 50% – 75% | |
| Walter Alan Gilmore | Cco | Feb 2024 (3y) | Less than 5% | |
| Walter Joseph Mccormac | Registered representative | Aug 2017 (9y) |
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 |
|---|---|---|---|---|
| Mrs Bpo, Llc 401(k) Plan | Mrs Bpo, Llc | 275 | $5.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 908 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $284M (98% of AUM) Apr 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: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗