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MONEY MANAGERS, INC.

SAN ANTONIO, TX · CRD 104529 · IAPD ↗ · moneymanagersinctx.com · (210)349-9494

$146.6MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MONEY MANAGERS INC is now doing business as MONEY MANAGERS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
65
April 2026 — MONEY MANAGERS, INC. now reports custody of client assets ($145.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
August 2025 — MONEY MANAGERS INC (SAN ANTONIO, TX) is newly SEC-registered with $123.2M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.