PERSONAL MONEY PLANNING, LLC
CRD #112178 SEC #801-123694 WICHITA FALLS, TX 940-692-6885
SEC Registered
Total AUM
$115.9M
Discretionary
$115.9M
Employees
5
Clients
10
Accounts
577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $115.9M | $115.9M | $0 | 5 | 216 |
| Aug 2024 | $109.9M | $109.9M | $0 | 5 | 219 |
| Mar 2024 | $109.9M | $109.9M | $0 | 5 | 219 |
| Jul 2023 | $103.7M | $103.7M | $0 | 5 | 0 |
| Mar 2023 | $103.7M | $103.7M | $0 | 4 | 0 |
| Jan 2023 | $120.9M | $120.9M | $0 | 4 | 0 |
| Nov 2022 | $120.9M | $120.9M | $0 | 4 | 0 |
| Apr 2022 | $120.9M | $120.9M | $0 | 4 | 0 |
| Mar 2022 | $120.9M | $120.9M | $0 | 4 | 0 |
| Mar 2022 | $120.9M | $120.9M | $0 | 4 | 0 |
| Mar 2022 | $120.9M | $120.9M | $0 | 4 | 0 |
| Jun 2012 | $51M | $51M | $0 | 1 | 200 |
| Apr 2012 | $51M | $51M | $0 | 1 | 200 |
| Apr 2012 | $51M | $51M | $0 | 1 | 200 |
| Mar 2011 | $48.5M | $48.5M | $0 | 5 | -- |
| Jul 2010 | $39.6M | $39.6M | $0 | 5 | -- |
| Oct 2007 | $36M | $34.4M | $1.6M | 5 | -- |
DateMar 2025
Total AUM$115.9M
Discretionary$115.9M
Non-Disc.$0
Employees5
Clients216
DateAug 2024
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients219
DateMar 2024
Total AUM$109.9M
Discretionary$109.9M
Non-Disc.$0
Employees5
Clients219
DateJul 2023
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$120.9M
Discretionary$120.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2012
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$51M
Discretionary$51M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$39.6M
Discretionary$39.6M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$36M
Discretionary$34.4M
Non-Disc.$1.6M
Employees5
Clients--