Moore Wealth

RIASEC RegisteredEst. 2023

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$279K

Accounts

563

Employees

Advisory reps

Firm details

Headquarters: Frederick, Maryland
CRD number: 323374
Registered since: May 22, 2023
Website: www.moorewealthinc.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.49%
Individuals36.44%
Corporations / Businesses3.94%
Charitable Organizations0.13%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Moore Wealth is an independent, LLC-structured registered investment adviser that lists an individual owner and has been SEC-registered since 2023. The firm focuses on serving individual and family clients and charges fees on a percentage-of-AUM basis as well as fixed fees. Core advisory services include financial planning and portfolio management for individuals and small businesses; the firm also produces periodicals or newsletters and runs educational seminars and workshops. Moore Wealth does not position itself as an ESG-focused investor and is not classified as a multi-state adviser, pension consultant, or capital allocator in the provided filing.