James Moore Wealth Management Services, LLC

Overview

James Moore Wealth Management Services, LLC is organized as a limited liability company that identifies itself primarily as a capital allocator and an adviser that selects other managers rather than operating a large internal investment platform. The firm’s listed advisory activity is “selection of other advisers,” and it reports an industry affiliation as an accountant, which suggests a connection to tax or accounting services in its client offering. It does not position itself as an ESG-focused manager, is not registered as a multi-state adviser, and does not report pension consulting or related-adviser status. The firm’s fee arrangement is categorized as “other,” implying nonstandard or bespoke billing structures instead of a straight asset-fee model.

Assets & Accounts

Investments & Alternatives

Location & Offices