AdvisorOS Directory
Claim Profile
Unclaimed Profile
GW

Gabriel Benwool Wisdom

AMERICAN MONEY MANAGEMENT, LLC·RANCHO SANTA FE, California
Clean recordAMERICAN MONEY MANAGEMENT, LLC
14249 RANCHO SANTA FE FARMS ROAD, RANCHO SANTA FE, CA 92067CRD# 1143562Firm CRD# 115357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gabriel Benwool Wisdom · RANCHO SANTA FE, CA
Registration
CRD #1143562 · AMERICAN MONEY MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gabriel Benwool Wisdom is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with AMERICAN MONEY MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Gabriel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gabriel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
AMERICAN MONEY MANAGEMENT, LLC
AMERICAN MONEY MANAGEMENT, LLC
AUM
$660M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at AMERICAN MONEY MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1143562
Firm CRD# 115357
View on FINRA BrokerCheck →

Looking for a financial advisor in RANCHO SANTA FE?

Browse all registered financial advisors in RANCHO SANTA FE, California or claim this profile if it's yours.

Browse RANCHO SANTA FE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gabriel Benwool Wisdom offer?
Gabriel Benwool Wisdom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.
What are Gabriel Benwool Wisdom's credentials?
Gabriel Benwool Wisdom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gabriel Benwool Wisdom located?
Gabriel Benwool Wisdom is based in RANCHO SANTA FE, California, working with AMERICAN MONEY MANAGEMENT, LLC. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.
How does Gabriel Benwool Wisdom charge for services?
Gabriel Benwool Wisdom's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN MONEY MANAGEMENT, LLC?
AMERICAN MONEY MANAGEMENT, LLC has approximately 12 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at AMERICAN MONEY MANAGEMENT, LLC

Michael John Moore
RANCHO SANTA FE, CA

More Advisors in RANCHO SANTA FE, California

Charles William Maher
ASYMMETRIC CAPITAL MANAGEMENT, LLC.·RANCHO SANTA FE, CA
Arthur Edward Nicholas
NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, CA
Catherine Charlotte Somhegyi Nicholas
NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, CA
Christopher Alan Tate
ACAS, LLC·RANCHO SANTA FE, CA
Christopher Paul Siriani
NICHOLAS INVESTMENT PARTNERS, L.P.·RANCHO SANTA FE, CA
David Bruce Mcmahan
CORNERSTONE ACQUISITION & MANAGEMENT COMPANY LLC·RANCHO SANTA FE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile