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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2024
- Office Locations
- 1
Office Locations
About Measured Money Maneuvers
Measured Money Maneuvers is a California-registered, veteran-owned, fee-only fiduciary RIA providing financial life planning and wealth management for military families/veterans and tech (and biotech) professionals. The firm delivers comprehensive planning across retirement, education, tax management, insurance/risk, and estate considerations, with portfolios primarily implemented using ETFs and some fixed income/cash (custody via Altruist).
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Owner & Executives
Alan A. Nelson
Chief Compliance Officer, FOUNDER
- CRD
- #7864430
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,333,010 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,333,010 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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