MONEY SCRIPT WEALTH MANAGEMENT, PLLC

Overview

Money Script Wealth Management, PLLC is an independent RIA organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, operating as a hybrid adviser and insurance broker. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars, periodical publications and workshops. Investment activity is strongly equity oriented: the firm shows a clear preference for exchange-traded equities and ETFs as primary portfolio building blocks. It also uses third‑party alternative fund managers for selected allocations (private equity, private placements and real estate) and offers insurance products such as annuities. Fee arrangements include a percentage of AUM as well as hourly and fixed fees, which supports both ongoing portfolio management and project-based planning engagements. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

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