Ana Clara Mahony
Investment adviser representative at Addition Wealth
12 yearsExperience
1 stateRegistered in
$0Firm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
12 years in the industry.
- Addition WealthMay 2023 to now
- Retire Sound, Inc dba Addition WealthOct 2020 to now
- Uber TechnologiesOct 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Addition Wealth
Legal name: Addable Money LLC
$0Assets managed
0Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6233731
- Firm CRD
- 318018