CRD: 112178
Personal Money Planning, LLC
$126.7M Total AUM
$126.7M Disc. AUM
1.4% 3Y CAGR
5 Employees
434 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2012
- Office Locations
- 1
Office Locations
4245 Kemp Blvd Suite 1007 Wichita Falls TX
About Personal Money Planning, LLC
Personal Money Planning, LLC is an SEC-registered RIA in Wichita Falls, TX providing financial planning, retirement planning, and investment management for individuals, families, and businesses. Founded in 1993 by CFP Gary Silverman and led by President Michelle Kuehner (ChFC), the firm takes a goal-based approach to portfolio advice and planning, with custody through Charles Schwab.
Team overview
57 AVG AGE
$42.2M AVG AUM / ADVISOR
$292.0K AVG AUM / CLIENT
9.8 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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CRM
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Investment Themes
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Owner & Executives
M
MICHELLE J KUEHNER
Chief Compliance Officer, President
- CRD
- #5649910
- Ownership
- 25% but less than 50%
Available
Available
Available
GARY WILLIAM SILVERMAN
Founder, Owner
- CRD
- #2076354
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,734,464 | $223,912 |
| Non-Discretionary | $0 | -- |
| Total | $126,734,464 | $223,912 |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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