School Of Personal Finance: new SEC registration, $29M AUM,
School Of Personal Finance: new SEC registration, $29M AUM, . Its amount of 29 is below the median of 134 (3rd percentile). Dated 223 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 29 · 3th percentile of 1,149 NewRiaPulse records · 0.2x the median
Free preview: all 10 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | School Of Personal Finance |
| Legal name | School Of Personal Finance, LLC |
| CRD | 307332 |
| Status | Approved |
| Registered with the SEC | 2026-03-26 |
| Latest Form ADV filing | 2026-02-24 |
| Regulatory AUM | $28,653,053 |
| Accounts | 81 |
| Employees | 1 |
| Website | https://twitter.com/RichMcCormack |
| amount percentile | 3th of 1,149 (median 134, 0.2x median) |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-26
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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30 / 100 Score
- Website on file.
What is the NewRiaPulse record for School Of Personal Finance?
School Of Personal Finance received SEC registration as an investment adviser (2026-03-26) with $28,653,053 in regulatory assets under management, based in .
How does School Of Personal Finance compare to other NewRiaPulse records?
Its amount of 29 is below the median (3th percentile); smaller records often move faster and face less competition. It is 223 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
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NewRiaPulse: Under $100M NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.