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DOUBLE DUTY MONEY MANAGEMENT LLC

NEW YORK, NY · CRD 326792 · IAPD ↗ · doubledutymm.com · (212) 408-1750

$83.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — DOUBLE DUTY MONEY MANAGEMENT LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
February 2026 — DOUBLE DUTY MONEY MANAGEMENT LLC reported RAUM up 90% ($44.0M -> $83.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
November 2024 — DOUBLE DUTY MONEY MANAGEMENT LLC reported RAUM up 27% ($34.1M -> $43.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — DOUBLE DUTY MONEY MANAGEMENT LLC reported RAUM up 27% ($26.9M -> $34.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — DOUBLE DUTY MONEY MANAGEMENT LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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