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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | E | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | D | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | D | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | C | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | C | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | C | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | C | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | C | Control |
| SILVERMAN, GARY, WILLIAM | I | OWNER | C | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| KUEHNER, MICHELLE, J | I | CHIEF COMPLIANCE OFFICER; PRESIDENT | B | Control |
| Schultz, Brittany, Nacole | I | VICE PRESIDENT | B | Control |
| Schultz, Brittany, Nacole | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (2)
OK TX
Address
4245 KEMP BLVD SUITE 1007WICHITA FALLS, TX 76308-2822
United States
Phone: 940-692-6885