Personal Money Planning, LLC
Personal Money Planning, LLC is an SEC-registered mass-market adviser in Wichita Falls, TX with $126.7M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Personal Money Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112178, SEC 801-123694, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $126.7M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Wichita Falls, TX
- Employees
- 5
- Clients
- 217
- CRD
- 112178
- Ownership
- SILVERMAN, GARY, WILLIAM; KUEHNER, MICHELLE, J; Schultz, Brittany, Nacole
How much AUM does Personal Money Planning, LLC have?
Personal Money Planning, LLC reported $126.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Personal Money Planning, LLC?
Disclosed owners and executives of Personal Money Planning, LLC include SILVERMAN, GARY, WILLIAM, KUEHNER, MICHELLE, J, Schultz, Brittany, Nacole. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.