WICHITA FALLS, TXCRD 112178Latest ADV April 7, 2026
Personal Money Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wichita Falls, TX. Its latest Form ADV filing, dated April 7, 2026, reports $127M in regulatory assets under management, 5 employees, and 566 accounts.
Assets Under Management
$127M
Employees
5
Offices
--
Total Clients
217
Primary office
WICHITA FALLS, TX
4245 KEMP BLVD SUITE 1007, WICHITA FALLS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.1% of total clients.
Top client categories% of clientsClients
1
Individuals
87.1%
189
2
HNWI
12.9%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of April 7, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$127M
Total Accounts566
10Y AUM Change+$6M (+4.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee43:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.