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They include 621 individual clients and 211 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does American Money Management offer?","answer":"American Money Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, divorce planning, estate planning, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does American Money Management charge?","answer":"American Money Management charges 0.10%–1.50% a year for its Asset management fee. The fee is billed in advance, is negotiable and requires an account of at least $100,000.","source":"FORM ADV PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does American Money Management use?","answer":"American Money Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $832M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does American Money Management have?","answer":"American Money Management has 0 investment adviser representatives registered with state securities authorities, out of 13 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does American Money Management invest in?","answer":"At the end of its last fiscal year, American Money Management’s separately managed accounts held 45% exchange-traded equities, 37% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% U.S. government and agency bonds, 3% pooled vehicles (private funds and similar), 1% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Includes Collateralized Notes Issued by Private Consumer Finance Company.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does American Money Management have a minimum investment?","answer":"Yes, American Money Management’s minimum account size for its Asset management fee is $100K.","source":"FORM ADV PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns American Money Management?","answer":"American Money Management’s direct owners are Gabriel Wisdom (50% to 75%) and Michael Moore (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does American Money Management get paid?","answer":"American Money Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. 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