James Moore Wealth Management Services, LLC

Overview

James Moore Wealth Management Services, LLC is organized as a limited liability company that functions as a capital allocator and advisor to other investment managers. The firm’s stated advisory activity is the selection of other advisers, indicating it primarily sources and delegates portfolio management rather than running all strategies in-house. It reports an ownership structure combining a domestic entity and an individual, and it identifies its fee model as “other,” suggesting a nonstandard or customized pricing arrangement. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser. The company lists an industry affiliation with accounting, which may reflect origins or close ties to an accounting practice and implies potential strengths in tax-aware planning or coordination with tax professionals. Its classification in the dataset is unclassified and there is no public indication of pension consulting or related-adviser status.

Assets & Accounts

Investments & Alternatives

Location & Offices