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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Personal Money Planning LLC
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|---|---|
| CRD # | 112178 |
| SEC # | 801-123694 |
| CIK # | |
| AUM | $115.9 M (2025-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 940-692-6885 |
| Address | 4245 Kemp Blvd Suite 1007 Wichita Falls, TX 76308-2822 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 186 | 62.8 |
| (b) Individuals (high net worth individuals) | 30 | 53.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 115.9 |
| By Discretionary | ||
| Discretionary | 577 | 115.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 115.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.9 | |
| Total | 577 | 115.9 |
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|---|---|---|
|
Chartered Advisory Group Inc
✚
|
PA | 0.1 |
|
Plan First Wealth LLC
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|
0.1 | |
|
NorthStar Financial Management Inc
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ID | 0.1 |
|
Entrust Investment Services Inc
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CA | 0.1 |
|
Kaltbaum Capital Management LLC
✚
|
0.1 | |
|
Arthur Stein Financial LLC
✚
|
MD | 0.1 |
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
Trifound Advisory LLC
✚
|
MI | 0.1 |
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
East Rock Financial Services LLC
✚
|
0.1 |