| Name | Title | Ownership | Since |
|---|---|---|---|
| Brittany Nacole Schultz Control | Vice President | 10-25% | 2024 |
| Gary William Silverman Control | Owner | 25-50% | 1995 |
| Michelle J Kuehner Control | Chief Compliance Officer; President | 25-50% | 2009 |
Personal Money Planning, LLC reports $115.9 million in regulatory assets under management on its Form ADV.
Personal Money Planning, LLC reports 5 employees.
Personal Money Planning, LLC is based in Wichita Falls, TX and has been SEC-registered since 2022.
Personal Money Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4245 Kemp Blvd Suite 1007, Wichita Falls, TX 76308-2822 |
| Phone | 940-692-6885 |
| Fax | 888-682-2129 |
| Office hours | Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $115.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $115.9M |