Personal Money Planning, LLC
● SEC registered since 2022CRD 112178SEC# 801-123694Wichita Falls, TX
Reg. AUM
$126.7M
Employees
5
Accounts
566
Location
Wichita Falls, TX
Personal Money Planning, LLC assets under management
Personal Money Planning, LLC operates as an SEC-registered investment adviser based in Wichita Falls, TX. The firm has been registered since 2022. It reports $126.7 million in regulatory assets under management and employs 5 people.
Personal Money Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Nacole Schultz Control | Vice President | 10-25% | 2024 |
| Gary William Silverman Control | Owner | 25-50% | 1995 |
| Michelle J Kuehner Control | Chief Compliance Officer; President | 25-50% | 2009 |
Frequently asked questions
How much does Personal Money Planning, LLC manage?
Personal Money Planning, LLC reports $126.7 million in regulatory assets under management on its Form ADV.
How many employees does Personal Money Planning, LLC have?
Personal Money Planning, LLC reports 5 employees.
Where is Personal Money Planning, LLC located?
Personal Money Planning, LLC is based in Wichita Falls, TX and has been SEC-registered since 2022.
Does Personal Money Planning, LLC disclose fund performance?
Personal Money Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 |
| Phone | 940-692-6885 |
| Fax | 888-682-2129 |
| Office hours | Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$126.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$126.7Mregulatory AUM
Discretionary $126.7M