CRD: 286134
Money Script Wealth Management, Pllc
$96.8M Total AUM
$93.9M Disc. AUM
-- 3Y CAGR
11 Employees
632 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime timberPeak +more
- Established Date
- 01-12-2017
- Office Locations
- 1
Office Locations
610 Uptown Blvd Suite 2000 Cedar Hill TX
About Money Script Wealth Management, Pllc
Money Script Wealth Management is a fiduciary, fee-based planning and investment management firm that pairs financial education with behavioral "money script" coaching. The team works with entrepreneurs and high-income earners, building portfolios that lean heavily on ETFs. Custody includes Altruist and Charles Schwab, and the firm also offers speaking/engagements.
Team overview
-- AVG AGE
$32.3M AVG AUM / ADVISOR
$153.1K AVG AUM / CLIENT
9.4 yrs AVG TENURE
11 Employees
3 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Zenith atlas Vital Bridge vertex
Client Personas
Delta beacon
Custodian
Matrix meridian Ember fusion Vital Capital vertex Quantum
Investment Themes
Radial Peak matrix Matrix catalyst Zenith optima Atlas
Investment Vehicles
Atlas Wave insight
Platform
Meridian
Services
Zenith Glacier ridge Eagle timber Optima Glacier crest Peak Vector peak Pioneer Focus Radial vital
Technology
Horizon harbor Optima north Catalyst
Owner & Executives
Y
YOHANCE DAUDI HARRISON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4418213
- Ownership
- 75% or more
(882) 451-1049
peak.legacy@valuecapital.com
in linkedin.com/in/legacy-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $93,889,000 | -- |
| Non-Discretionary | $2,900,000 | -- |
| Total | $96,789,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,789,000
Equity - Exchange:
23.2% U.S. Government/Agency:
27.7% Cash:
13.5% Municipal Bonds:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,787,097,964 | 23.2% |
| U.S. Government/Agency | $2,133,733,345 | 27.7% |
| Cash | $1,039,906,143 | 13.5% |
| Municipal Bonds | $2,742,271,012 | 35.6% |
| Total | $7,703,008,464 | 100.0% |