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THOUGHTFUL MONEY LLC

RENO, NV · CRD 329306 · IAPD ↗ · 408-398-9944

$0Regulatory AUM
1Advisory reps
1Employees
187Clients
n/aPlanning clients
0Private funds
26States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

34
May 2026 — THOUGHTFUL MONEY LLC notice-filed in MD, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
February 2025 — THOUGHTFUL MONEY LLC (location n/a) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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