PERSONAL MONEY PLANNING, LLC
Adviser information for PERSONAL MONEY PLANNING, LLC last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 576 | $109.9M |
| Non-Discretionary | 0 | $0 |
| Total | 576 | $109.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 188 | $55.3M |
| HNW Individuals | 31 | $54.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 219 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-123694 |
|---|---|
| SEC ERA File Number | 801-123694 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 112178 |
| Legal Entity Identifier | None |
Principal Office
4245 KEMP BLVD SUITE 1007WICHITA FALLS
TX
United States
Monday - Friday, APPOINTMENT ONLY
Tel: 940-692-6885, Fax: 888-682-2129
Chief Compliance Officer
MICHELLE KUEHNER
PRESIDENT; CCO
4245 KEMP BLVD STE 1007
WICHITA FALLS
TX
United States
Tel:
940-692-6885
Fax:
1-888-682-2129
M*******@************************M
(Full email address available in API data)
Regulatory Contact
GARY SILVERMAN
OWNER
4245 KEMP BLVD STE 1007
WICHITA FALLS
TX
United States
Tel:
940-692-6885
Fax:
888-682-2129
G***@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SILVERMAN, GARY, WILLIAM | Individual | – | OWNER | 06/1995 | 50-75% |
| KUEHNER, MICHELLE, J | Individual | – | CHIEF COMPLIANCE OFFICER; PRESIDENT | 03/2009 | 25-50% |