JAMES MOORE WEALTH MANAGEMENT SERVICES, LLC

Overview

James Moore Wealth Management Services, LLC is organized as a limited liability company that positions itself as a capital allocator and as an adviser that selects other managers rather than running a large in‑house investment platform. FINTRX classifies the firm as an entity with both a domestic-entity and individual owner type. The firm's reported advisory activity is focused on the selection of other advisers, and it lists an accountant among its industry affiliations. The record lists the firm's fee structure as "Other" and does not identify a year of SEC registration. FINTRX flags the firm as not active on ESG investing, not a multi-state adviser, not a pension consultant, and not a related adviser to another registered firm. These attributes suggest the firm operates by sourcing external managers for client mandates rather than building a broad proprietary investment lineup.

Assets & Accounts

Investments & Alternatives

Location & Offices