Gabriel Wisdom has been Member/Managing Director of American Money Management since January 1999, is a control person of the firm and directly owns between 50% and 75% of it. Gabriel Wisdom holds a Bachelor of Science from National Graduate School of Quality Management, Boston and an Advanced Undergraduate Diploma in Data & Systems Analysis from the University of Oxford. Gabriel Wisdom studied Harvard Business School at Boston.
American Money Management, LLC is a Rancho Santa Fe, CA firm with $844M under management, 832 clients and 11 advisers across 5 offices, as of its March 2026 filing.
Gabriel B. Wisdom is Founder and Managing Director of American Money Management, LLC. He is a Co-Founder of the firm and has over 30 years' experience in the securities industry, having served as a Senior Vice President of two NYSE member firms.
- – present · 27 yearsRancho Santa Fe, CA · Adviser representative · Firm CRD 115357
Professional designations
Listed by American Money Management
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Gabriel Wisdom is registered as an investment adviser representative in California, since March 1999.
- CaliforniaSince 9 March 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 1985 |
| Series 7 | General Securities Representative Examination | 20 August 1983 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gabriel Benwool Wisdom
- CRD
- 1143562
- Firm
- American Money Management · CRD 115357
- Role
- Member/Managing Director
- Office
- 14249 RANCHO SANTA FE FARMS ROAD, Rancho Santa Fe, CA 92067
- Registration
- Investment adviser registration
- In the industry since
- August 1985
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amminvest.com
Where does Gabriel Wisdom work?
Gabriel Wisdom has been Member/Managing Director of American Money Management, LLC since January 1999, and is a control person of the firm.
Is Gabriel Wisdom a financial advisor?
Yes. Gabriel Wisdom has a current investment-adviser registration in California, through American Money Management since March 1999.
How many years of experience does Gabriel Wisdom have?
Gabriel Wisdom has 41 years in the financial industry, since August 1985, across 1 adviser firm.
What exams has Gabriel Wisdom passed?
Gabriel Wisdom has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1983.
Where is Gabriel Wisdom based?
Gabriel Wisdom’s registered office is in Rancho Santa Fe, CA.
Is Gabriel Wisdom registered with FINRA?
No. Gabriel Wisdom has no current broker registration.
How can I verify Gabriel Wisdom’s record?
Search CRD 1143562 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gabriel Wisdom’s full registration record.