SourcingSourcing

MONEY MANAGEMENT CONCEPTS, INC.

A72
CRD 111485·SEC 801-123107·MELBOURNE, FL
AUM
$119.6M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$359K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MONEY MANAGEMENT CONCEPTS, INC.
CRD
111485
SEC file #
801-123107
EIN
—
DBA names
Money Management Concepts Inc.

Economics

AUM
$119.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$106.1M → $119.6M▲ +13%
Client mix
Individuals Other58
Individuals High Net Worth32

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
MELBOURNE FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
moneymanagementconcepts.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRUDENTE, THOMAS, NMN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PRUDENTE, THOMAS, NMN
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
MONEYMANAGEMENTCONCEPTS.COM
Rdap Domain Creation Date
2000-09-13T18:20:47Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4261
Soi Zip Pct 200k Plus
0.1485
Soi Zip Returns 200k Plus
3,850
Soi Zip Total AGI
3,332,988
Fdic Zip Total Deposits
25,078,598,000
Fdic Zip Branch Count
368
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Melbourne, FL
Riverside National Bank of FloridaMelbourne, FL
Fdic Zip HHI
1,035
Fdic Zip Top Bank Share Pct
24.47
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-09-13T18:20:47Z
Rdap Domain Last Changed
2024-09-14T12:45:56Z
Rdap Nameservers
Ns1.networkedsol.comNs2.networkedsol.comNs3.cniweb.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,115
Returns4,800
Stub 2
AGI140,835
Returns3,800
Stub 3
AGI208,892
Returns3,360
Soi Zip Total Business Income
67,179
Soi Zip Total Cap Gains
215,118
Soi Zip Total Dividends
85,154
Soi Zip Total Returns
25,930
Top Owner CRD
1870380
Trust Company Affiliate
No

People (2)

2
PRUDENTE, THOMAS, NMN
IAR · Direct Owner · 87.5%
1870380
JEFFREY ROBERT WEGNER
IAR
4245448