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SELECT MONEY MANAGEMENT, INC.

LOS ANGELES, CA · CRD 153256 · IAPD ↗ · seia.com · 3107122323

$1.80BRegulatory AUM
8Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
45States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — SELECT MONEY MANAGEMENT, INC. moved its main office from ALISO VIEJO, CA to LOS ANGELES, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
March 2026 — SELECT MONEY MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
February 2026 — SELECT MONEY MANAGEMENT, INC. notice-filed in AK, AL, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2025 — SELECT MONEY MANAGEMENT, INC. changed its website from selectportfolio.com to seia.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
66
April 2025 — SELECT MONEY MANAGEMENT, INC. reported RAUM up 35% ($1.11B -> $1.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
April 2024 — SELECT MONEY MANAGEMENT, INC. notice-filed in IL, IN, MN, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — SELECT MONEY MANAGEMENT, INC. crossed $1B in regulatory AUM ($784.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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