Member/managing Director · American Money Management, LLC
Gabriel B. Wisdom
CRD 1143562 · Named on Form ADV at one SEC-registered adviser
At a glance
American Money Management, LLC, an SEC-registered wealth manager based in Rancho Santa FE, CA with $844 million in regulatory assets, lists Gabriel B. Wisdom on its Form ADV as Member/managing Director, a control person.
Firms and roles
- American Money Management, LLCMember/managing DirectorWealth manager · Rancho Santa FE, CA · $844M in regulatory assets
AtlasMembers
Gabriel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael J. MooreMember/managing Director/chief Investment Officer, American Money Management, LLC
- Marnie W. BairdChief Compliance Officer, American Money Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gabriel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.