RIA Intel›Advisers›Texas›MONEY SCRIPT WEALTH MANAGEMENT, PLLC

MONEY SCRIPT WEALTH MANAGEMENT, PLLC

Advisory

TX

Data as of Mar 8, 2026 · Source: SEC Form ADV

Rank in TX

#1,448

of 2,813 advisers by AUM

Average account

$95K

across 1,020 accounts

AUM per adviser

$32M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 8, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

11

Assets Under Management

Total AUM$97M

Discretionary AUM$94M

Non-Discretionary AUM$3M

Discretionary %97%

Total Clients312

Team

Total Employees11

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In8 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

312 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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