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PERSONAL MONEY PLANNING, LLC
CRD 112178 · SEC 801-123694
4245 KEMP BLVD SUITE 1007, WICHITA FALLS, TX, 76308-2822, United States
Phone
940-692-6885
Fax
888-682-2129
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.7M
Discretionary AUM
$126.7M
Team
5 total employees; 3 advisory reps; 217 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $72.1M |
| High net worth individuals | 28 | $54.6M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD