← Tributary

MONEY MANAGERS, INC.

LAS VEGAS, NV · CRD 151602 · IAPD ↗ · (725) 254-5220

$53.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
August 2025 — MONEY MANAGERS, INC. (LAS VEGAS, NV) left the SEC roster (was $53.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
June 2025 — MONEY MANAGERS, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — MONEY MANAGERS, INC. reported RAUM down 65% ($153.4M -> $53.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — MONEY MANAGERS, INC. shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — MONEY MANAGERS, INC. reported RAUM up 26% ($121.5M -> $153.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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