MONEY SCRIPT WEALTH MANAGEMENT, PLLC

MONEY SCRIPT WEALTH MANAGEMENT, PLLC is an SEC-registered investment adviser (CRD 286134). Regulatory assets under management: $96.8M.

Registration

• CRD: 286134
• Type: Registered investment adviser
• Phone: (469) 888-6055
• Latest filing: 2026-03-08
• Regulatory AUM: $96.8M
• Discretionary AUM: $93.9M
• Non-discretionary AUM: $2.9M
• Clients: 11
• Accounts: 1,020

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search