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PERSONAL MONEY PLANNING, LLC

WICHITA FALLS, TX · CRD 112178 · IAPD ↗ · personalmoneyplanning.com · 940-692-6885

$126.7MRegulatory AUM
3Advisory reps
5Employees
217Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2025 — PERSONAL MONEY PLANNING, LLC changed its website from texasinvest.com to personalmoneyplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.