Wealth manager, wrap-program sponsor · LOS Angeles, CA
Select Money Management, Inc.
SEC-registered investment adviser · CRD 153256 · SEC 801-71212
At a glance
Select Money Management, Inc. is an SEC-registered investment adviser based in LOS Angeles, California, with $1.8 billion in regulatory assets under management as of its Form ADV filed August 17, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 906 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 869th of 8,915 wealth managers and 3,853rd of 17,210 SEC-registered advisers by assets.
Main office 310-712-2323As filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among wealth managers
- #869 of 8,915
- Rank among all SEC RIAs
- #3,853 of 17,210
- Rank in California
- #441 of 1,873
- Individual clients
- 906
- High-net-worth clients
- 399
- Accounts
- 2,627
- Discretionary
- 98% of AUM
- Employees
- 8
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Matthew J. MatrisianPresident
- Stephen V MastersonChief Financial Officer
- Alex KimDeputy Compliance Officer
- Eric Z. RosenChief Operating Officer
- Eric Z. RosenChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Select Money Management, Inc. is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Signature Estate Securities, LLC.
- Signature Estate Securities, LLC ↗CRD 18923
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, April 2026
Its Form ADV brochure (filed March 2026) names Signature Estate Securities as the broker-dealer its advisers are registered with.
Certain Investment Adviser Representatives (“IARs”) of SMM that provide investment management advice to you are also associated with Signature Estate Securities (“SES”) or Select Equities Grou p (“SEG”) as Registered Representatives.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 399 | $1.4B | 78% |
| Individuals | 507 | $135M | 7% |
| Charitable organizations | 46 | $120M | 7% |
| Pension and profit sharing plans | 42 | $75M | 4% |
| Corporations or other businesses | 37 | $74M | 4% |
Disciplinary disclosures
Select Money Management, Inc. answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Select Money Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,180 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 6Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Select Money Management, Inc. manage?
Select Money Management, Inc. reports $1.8 billion in regulatory assets under management across 2,627 accounts, 98% of it on a discretionary basis, on its Form ADV filed August 17, 2026.
What kind of firm is Select Money Management, Inc.?
Select Money Management, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Select Money Management, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($1.4 billion, 399 clients); individuals ($135 million, 507 clients); charitable organizations ($120 million, 46 clients).
Does Select Money Management, Inc. have any disciplinary history?
Select Money Management, Inc. answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Select Money Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →