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American Money Management, LLC

American Money Management, LLC. CRD 115357

American Money Management, LLC logo

CRD: 115357

American Money Management, LLC

Rancho Santa FE, CA, 92067
8587550909
www.amminvest.com
$844.0M Total AUM
$831.6M Disc. AUM
15.6% 3Y CAGR
13 Employees
832 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Alpha summit
Established Date
03-09-1999
Office Locations
4

Office Locations

14249 Rancho Santa FE Farms Road Rancho Santa FE CA
220 W. Main Street Suite B Brawley CA
-- Morena Valley CA

About American Money Management, LLC

American Money Management, LLC is a California RIA providing investment management and financial planning, building customized, income-focused portfolios using traditional and creative approaches. The firm works with busy professionals and pre-retirees seeking dividends and flexible income now and later. Portfolios make meaningful use of ETFs and public funds, and custody includes Charles Schwab & Co.; serves retail and institutional relationships.

Team overview

52 AVG AGE
$76.7M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10.8 yrs AVG TENURE
13 Employees
11 Advisory Reps
0 RIA Reps
27yrs Firm Age

Insights

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Accredited Investors

Beacon matrix

Asset Classes

Legacy vector Harbor Horizon Summit catalyst

Client Personas

Element matrix

CRM

Momentum

Custodian

Focus Pathway

Investment Themes

Quantum

Investment Vehicles

Momentum

Platform

Ridge

Services

Glacier glacier Insight Optima optima Foundation oak Radial Quantum

Technology

Atlas harbor

Owner & Executives

M

MICHAEL JOHN MOORE

Chief Investment Officer, Managing Director

CRD
#4591095
Ownership
50% but less than 75%
(722) 779-9123
vector.ember@wavecapital.com
in linkedin.com/in/prime-signal
GABRIEL BENWOOL WISDOM

GABRIEL BENWOOL WISDOM

Advisor, MANAGING DIRECTOR

CRD
#1143562
Ownership
50% but less than 75%
(554) 600-8046
beacon.north@alphacapital.com
in linkedin.com/in/vector-north
P

Peak foundation

Element zenith

CRD
#97273
Ownership
24.5%
(827) 380-4625
vertex.eagle@meridiancapital.com
in linkedin.com/in/crest-vital

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Contacts

GLENN JOSEPH BUSCH

GLENN JOSEPH BUSCH

Managing Director

CRD
#5291450
(276) 945-2813
signal.radial@radialcapital.com
in linkedin.com/in/alpha-matrix
ADELE LINDA CANETTI

ADELE LINDA CANETTI

Investment Advisor

CRD
#5021294
(280) 785-8019
value.foundation@ridgecapital.com
in linkedin.com/in/frontier-capital
W

Wave horizon

Oak radial radial

CRD
#79672
(224) 917-7606
signal.ember@summitcapital.com
in linkedin.com/in/zenith-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-29-2022
03-28-2023
03-08-2024
09-04-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $831,603,615 $447,339
Non-Discretionary $12,404,398 $4,134,799
Total $844,008,013 $453,280

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Separately Managed Accounts

Total SMA Asset: $844,008,013

$844.0M Total SMA
Equity - Exchange:
11.5%
Public Funds:
6.9%
Cash:
15.4%
U.S. Government/Agency:
8.0%
Private Funds:
18.9%
Corporate - Investment Grade:
15.0%
Municipal Bonds:
12.2%
Other:
12.1%
Asset class Assets Assets %
Equity - Exchange $918,662,624 11.5%
Public Funds $551,197,575 6.9%
Cash $1,230,209,079 15.4%
U.S. Government/Agency $639,069,652 8.0%
Private Funds $1,509,802,052 18.9%
Corporate - Investment Grade $1,198,255,597 15.0%
Municipal Bonds $974,581,219 12.2%
Other $966,592,847 12.1%
Total $7,988,370,645 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
HARBOR FOCUS NORTH VECTOR K26BDKLQI IWBX 2.43% $66,503,029
NORTH EAGLE NORTH CAPITAL ATLAS 984PNIYAN KNYX 2.99% $18,016,063
PATHWAY BRIDGE ATLAS BRIDGE O1LBHN9MM EAGP 10.98% $117,275,748
PATHWAY MERIDIAN INSIGHT FOCUS ATLAS H4GIQLIYZ LLCF 3.35% $10,714,672
INSIGHT BEACON RADIAL LEGACY RWSWWJBHW NMOZK 10.47% $31,545,391
QUANTUM VERTEX ALPHA VITAL VITAL F1FWYKF3F UMPB 6.33% $69,175,588
MOMENTUM ELEMENT FRONTIER VALUE BRIDGE K93HDPMLT AQP 8.86% $29,531,015
CAPITAL FUSION FUSION BRIDGE TIMBER 0HI7K0T5V IBZ 4.29% $29,487,473

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