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SOUTHWESTERN MONEY MANAGEMENT LLC

SAN ANTONIO, TX · CRD 304033 · IAPD ↗ · southwesternmoney.com · 210-344-3400

$48.3MRegulatory AUM
2Advisory reps
3Employees
19Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — SOUTHWESTERN MONEY MANAGEMENT LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — SOUTHWESTERN MONEY MANAGEMENT LLC reported RAUM up 1753% ($2.2M -> $40.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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