{
  "crd_number": 286134,
  "slug": "money-script-wealth-management-pllc-cedar-hill-tx-286134",
  "primary_business_name": "MONEY SCRIPT WEALTH MANAGEMENT, PLLC",
  "legal_name": "MONEY SCRIPT WEALTH MANAGEMENT, PLLC",
  "dbas": [],
  "city": "Cedar Hill",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-01-12",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-03-08",
  "carried_forward": false,
  "raum_total": 96789000.0,
  "raum_discretionary": 93889000.0,
  "raum_non_discretionary": 2900000.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 11,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 46405000.0,
      "count": 280
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 450000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 49934000.0,
      "count": 30
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "LA",
    "NC",
    "NV",
    "NY",
    "TX"
  ],
  "websites": [
    "https://facebook.com/YOURMONEYSCRIPT",
    "https://instagram.com/THEMONEYSCRIPT",
    "https://linkedin.com/company/themoneyscript",
    "https://moneyscriptwealth.com",
    "https://open.spotify.com/show/3htKaY74QM2E43JPyCDxeX",
    "https://pinterest.com/theMoneyScript",
    "https://podcasts.apple.com/us/podcast/the-money-script/id1495739743",
    "https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5idXp6c3Byb3V0LmNvbS83ODc2NzYucnNz",
    "https://themoneyscript.buzzsprout.com",
    "https://tiktok.com/@moneyscript?lang=en",
    "https://twitter.com/THEMONEYSCRIPT",
    "https://youtube.com/channel/UC2qe6mZpyKUEI6KsOY2MJsg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286134",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "CEDAR HILL",
  "url": "https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134",
  "display_name": "Money Script Wealth Management, PLLC",
  "summary": "Money Script Wealth Management, PLLC is a state-registered investment advisory firm in Cedar Hill, TX, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 8, 2026.",
  "citation": "AdvisorCensus. Money Script Wealth Management, PLLC (CRD 286134): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Money Script Wealth Management, PLLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Money Script Wealth Management, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Money Script Wealth Management, PLLC located?",
      "a": "Money Script Wealth Management, PLLC's principal office is in Cedar Hill, TX, according to its Form ADV."
    },
    {
      "q": "Is Money Script Wealth Management, PLLC registered with the SEC or a state?",
      "a": "Money Script Wealth Management, PLLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286134."
    },
    {
      "q": "How much does Money Script Wealth Management, PLLC manage?",
      "a": "Money Script Wealth Management, PLLC reports $96,789,000 in regulatory assets under management in its Form ADV filing dated March 8, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Money Script Wealth Management, PLLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (280); high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Does Money Script Wealth Management, PLLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286134"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/money-script-wealth-management-pllc-cedar-hill-tx-286134.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 280,
      "fewer_than_5": false,
      "raum": 46405000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 49934000.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 450000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286134",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}