9AT: AMERICAN MONEY MANAGEMENT, LLC

Adviser Profile

As of Date	03/24/2026
Registration	SEC, Approved, 03/04/2002
Other registrations (4)	California, Terminated, 06/25/2002 Oregon, Terminated, 06/18/2002 Alaska, Terminated, 03/04/2002 Texas, Terminated, 03/04/2002
ADV Location	RANCHO SANTA FE, CA, United States
Contact Info	858 xxxxxxx
Websites

AUM^*	844,008,013 28%
of that, discretionary	831,603,615 28%
Number of Employees	13 8%
of those in investment advisory functions	11 10%
Private Fund GAV^*	0
Avg Account Size	453,280 9%
% High Net Worth	25.00% 13%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CTB FINANCIAL SERVICES, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM218.3m	#Funds-
Adviser WEALTH PLANNING AND DESIGN LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PLATT INVESTMENT COUNSEL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM153.6m	#Funds-
Adviser THURSTON SPRINGER ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.7b	#Funds-
Adviser WEALTH MANAGEMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM312.6m	#Funds-
Adviser FLAGSTONE FINANCIAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM467.8m	#Funds-
Adviser ARBOR CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM372.5m	#Funds-
Adviser THE JOSEPH GROUP CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.1b	#Funds-
Adviser THOR WEALTH MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM678.7m	#Funds-
Adviser 1620 INVESTMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM241.6m	#Funds-

Brochure Summary

Overview

American Money Management, LLC (“AMM”), established in 1999, is an SEC registered Investment Adviser based in Rancho Santa Fe, California. The principal owners are Gabriel B. Wisdom (a founder, 50% owner, and Managing Director of AMM) and Michael Moore (50% owner, Managing Director and Chief Investment Officer of AMM). Investment Supervisory Services AMM’s primary business is providing investment supervisory services. In particular, AMM manages client funds and securities for a fee based on a percentage of the fluctuating value of the assets managed. AMM provides these services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. Investment supervisory services include, but are not limited to, the following: Investment Strategy, Asset Allocation, Asset Selection and Regular Portfolio Monitoring. AMM tailors its investment advice to the individual needs of its clients by evaluating their current investments with respect to their risk tolerance levels and investment time horizon. At the outset of a new client relationship, AMM collects this information from the client in the form of a Client Profile & Questionnaire and/or client interview. This information allows us to

select a portfolio strategy that matches each client’s specific situation. 401-K Advisory Services In addition to ongoing discretionary portfolio management services, we provide non- discretionary advisory services to 401-K plans. These services include monitoring investment choices on the 401-K platform, recommending changes to investment choices on the 401-K platform, conducting periodic meetings at client’s location, and assisting with new plan enrollments, among other services. While providing general asset allocation guidance, we do not have the authority to buy or sell securities within the clients’ 401-K account. All investment and allocation decisions are ultimately the clients own. Financial Planning Services In addition to our core investment supervisory business, AMM and our investment advisor representatives may periodically provide financial planning services. Financial planning services encompass a wide variety of client specific needs, including, but not limited to retirement planning, budget development, Social Security and Medicare analysis, divorce financial analysis and estate plan reviews. As of March 4, 2024, AMM manages $650,322,932 on a discretionary basis, and $10,150,250 on a non-discretionary basis.

AMERICAN MONEY MANAGEMENT, LLC

AMERICAN MONEY MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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AMERICAN MONEY MANAGEMENT, LLC AMERICAN MONEY MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

AMERICAN MONEY MANAGEMENT, LLC

AMERICAN MONEY MANAGEMENT, LLC