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MONEY SCRIPT WEALTH MANAGEMENT, PLLC
MONEY SCRIPT WEALTH MANAGEMENT, PLLC — a small-team RIA structured as a PLLC. No public AUM, team, or strategy details.
MONEY SCRIPT WEALTH MANAGEMENT, PLLC
MONEY SCRIPT WEALTH MANAGEMENT, PLLC is an SEC-registered investment adviser in CEDAR HILL, TX. The firm manages $97 million in assets, $94 million on a discretionary basis. It has 11 employees and 3 investment advisers.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at MONEY SCRIPT WEALTH MANAGEMENT, PLLC?
No named principals or investment professionals are publicly listed for this firm. The PLLC structure typically indicates a single advisor or small team, but no names have been found in public records (per regulatory filings, 2024).
Is MONEY SCRIPT WEALTH MANAGEMENT, PLLC structured as a single family office or a broader advisory firm?
The PLLC designation and lack of disclosed AUM suggest it is a registered investment advisor (RIA) likely serving multiple clients, not a single-family office. The firm's name implies a focus on wealth planning rather than proprietary capital management.
What investment stages or asset classes does MONEY SCRIPT WEALTH MANAGEMENT, PLLC focus on?
No specific investment stages, asset classes, or sectors have been disclosed by the firm. Without public filings or marketing materials, its typical allocation cannot be determined.
Does MONEY SCRIPT WEALTH MANAGEMENT, PLLC accept external client capital?
As an RIA structured as a PLLC, it likely operates as a fee-only or fee-based advisory firm serving individuals or families. However, no client minimums, fee structures, or disclosure documents are publicly available.
Where does the underlying wealth come from for clients served by this firm?
No information is available about the net worth sources or client base. The firm does not publicly disclose wealth origin or client profiles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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