D. Moss Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 313915
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.89%
- Individuals8.48%
- Charitable Organizations0.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
D. Moss Wealth Management is an independent, single-owner registered investment adviser organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges clients through asset-based fees and occasional fixed-fee engagements. It does not position itself as a capital allocator or pension consultant, and it reports no formal ESG investing stance. Advisory work centers on customized planning and discretionary portfolio management rather than operating a multi‑state or multi‑adviser platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities13%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- Private Funds1%
Contacts
1 of 1
Darren Moss
PresidentCRD 7358937
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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