Moore Wealth Partners, LLC

RIASEC Registered

Total AUM

$36.3M

Discretionary

$36.3M

100% of AUM

Avg account

$198K

Accounts

183

Employees

Advisory reps

Firm details

Headquarters: Hendersonville, Tennessee
CRD number: 328027
Website: www.moorewealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI64.72%
Individuals35.28%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Moore Wealth Partners, LLC is an independent, owner-run registered investment adviser organized as an LLC that works primarily with individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. It bills through a mix of AUM-based fees plus hourly and fixed-fee arrangements and is identified as a capital allocator that deploys third-party managers when appropriate. The firm does not flag itself as an active ESG investor and has an industry affiliation with an insurance company.