SourcingSourcing

MONEY MANAGERS, INC.

A65
CRD 104529·SEC 801-134024·SAN ANTONIO, TX
AUM
$146.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$440K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONEY MANAGERS, INC.
CRD
104529
SEC file #
801-134024
EIN
—
DBA names
—

Economics

AUM
$146.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$123.2M → $146.6M▲ +19%
Client mix
Individuals Other330
Individuals High Net Worth35

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
SAN ANTONIO TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
moneymanagersinctx.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITE, TERESA, JENSEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WHITE, TERESA, JENSEN
REINAGEL, RANDALL, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MONEYMANAGERSINCTX.COM
Rdap Domain Creation Date
2000-06-09T18:33:41Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Hosting Concepts B.V. d/b/a Registrar.eu

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-09T18:33:41Z
Rdap Domain Last Changed
2026-05-13T17:07:59Z
Rdap Nameservers
Ns1.360psg.comNs2.360psg.comNs3.360psg.comNs4.360psg.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1321876
Trust Company Affiliate
No

People (3)

3
WHITE, TERESA, JENSEN
IAR · Direct Owner · 87.5%
1321876
REINAGEL, RANDALL, JAMES
IAR · Executive Officer · 2.5%
2665662
CODY THOMAS HEFFRON
IAR
6503082