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ANT MONEY ADVISORS

NEWPORT BEACH, CA · CRD 308481 · IAPD ↗ · antmoneyadvisors.com · 949-629-4210

$269Regulatory AUM
1Advisory reps
12Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — ANT MONEY ADVISORS notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — ANT MONEY ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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