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HD MONEY, INC.

SARASOTA, FL · CRD 167623 · IAPD ↗ · hdmoneyinc.com · 941-925-2121

$386.1MRegulatory AUM
4Advisory reps
12Employees
0Clients
More than 500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — HD MONEY, INC. reported RAUM up 31% ($294.0M -> $386.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — HD MONEY, INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2025 — HD MONEY, INC. reported RAUM up 30% ($225.9M -> $294.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — HD MONEY, INC. reported RAUM up 41% ($160.0M -> $225.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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