RIA Intel›Advisers›Texas›PERSONAL MONEY PLANNING, LLC

PERSONAL MONEY PLANNING, LLC

Advisory

N·WICHITA FALLS, TX

Data as of Apr 7, 2026 · Source: SEC Form ADV

Total AUM
$127M
1-Year AUM Growth
+5.4%
3-Year CAGR
-1.4%
Employees
3
Assets Under Management
Total AUM$127M
Discretionary AUM$127M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients216
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record22
First FilingOct 24, 2007
Latest FilingApr 7, 2026
🔒 Full AUM trend chart and 22 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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