Money Management Concepts Inc.

Money Management Concepts Inc. (CRD# 111485) is a financial advisory firm headquartered in Melbourne, FL. They manage $75,561,367 in 250 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $302,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Money Management Concepts Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Prudente
CRD#: 1870380
6767 N. Wickham Road, Suite 400mm, Melbourne, FL 32940
93
Wealthminder
score

Thomas Prudente (CRD# 1870380) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 28 years of experience in the finance industry.

2
Jeffrey R. Wegner
CRD#: 4245448
6767 N. Wickham Road, Suite 400mm, Melbourne, FL 32940
90
Wealthminder
score

Jeffrey Wegner (CRD# 4245448) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 16 years of experience in the finance industry.

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