Unclaimed Profile

Gabriel Benwool Wisdom

AMERICAN MONEY MANAGEMENT, LLC·RANCHO SANTA FE, California

Series 7, Series 63, Series 6527 years registeredAMERICAN 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 · 27 years registered

Brand Profile

Not yet started

Career History

AMERICAN MONEY MANAGEMENT, LLC

Mar 1999 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 9, 1999

Years registered · 27

Disclosure History

1997Customer Dispute·Award / Judgment

1993Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

AMERICAN MONEY MANAGEMENT, LLC

CRD 115357 · SEC 801-60976

AUM

$660M

Regulatory assets under management

Employees

1,595 client accounts

Services offered by AMERICAN MONEY MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMERICAN MONEY MANAGEMENT, LLC →

Introduction

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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.

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