MONEY SCRIPT WEALTH MANAGEMENT, PLLC
CRD 286134
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$96.8M
Discretionary AUM
$93.9M
Team
11 total employees; 3 advisory reps; 320 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-08
Disciplinary history
No
Verify reputation
Falists does not score or rank advisers. Use these official sources to check BBB ratings, FINRA disclosures, and SEC registration before hiring anyone.
- SEC IAPD →
Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.
- FINRA BrokerCheck →
FINRA’s BrokerCheck database — firm registration, disclosures, and regulatory actions when applicable.
- Better Business Bureau →
Search BBB for business ratings, accreditation status, and consumer complaints in this firm’s market.
Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 280 | $46.4M |
| High net worth individuals | 30 | $49.9M |
| Pension/profit sharing plans | 2 | $450K |
All web addresses on file
- https://podcasts.apple.com/us/podcast/the-money-script/id1495739743
- https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83ODc2NzYucnNz
- https://themoneyscript.buzzsprout.com/
- HTTPS://WWW.FACEBOOK.COM/YOURMONEYSCRIPT/
- HTTPS://WWW.INSTAGRAM.COM/THEMONEYSCRIPT/
- HTTPS://TWITTER.COM/THEMONEYSCRIPT
- https://www.pinterest.com/theMoneyScript/
- https://www.linkedin.com/company/themoneyscript/
- https://www.youtube.com/channel/UC2qe6mZpyKUEI6KsOY2MJsg
- https://open.spotify.com/show/3htKaY74QM2E43JPyCDxeX
- https://www.tiktok.com/@moneyscript?lang=en
- HTTPS://MONEYSCRIPTWEALTH.COM
Official SEC filing: View on IAPD