Key facts
- PERSONAL MONEY PLANNING, LLC is a other based in WICHITA FALLS, TX.
- PERSONAL MONEY PLANNING, LLC reports $32K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 112178- Regulatory AUM
- $32K
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- WICHITA FALLS, TX
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for PERSONAL MONEY PLANNING, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for PERSONAL MONEY PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is PERSONAL MONEY PLANNING, LLC's AUM?
- PERSONAL MONEY PLANNING, LLC manages approximately $32K in assets.