|
⚲
|
| Moore Wealth LLC
✚
| |
|---|---|
| CRD # | 323374 |
| SEC # | 801-127484 |
| CIK # | |
| AUM | $140.0 MM (2024-03-01) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 301-631-1207 |
| Address | 50 Carroll Creek Way Frederick, MD 21701 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 59.4 |
| (b) Individuals (high net worth individuals) | 38 | 73.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 538 | 140.0 |
| By Discretionary | ||
| Discretionary | 538 | 140.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 538 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 538 | 140.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Planner's Edge LLC
✚
|
WA | 0.1 |
|
Meyer Gates Financial Advisors Inc
✚
|
OH | 0.1 |
|
Glenwood Investment Group LLC
✚
|
NH | 0.1 |
|
Yanni & Associates Investment Advisors LLC
✚
|
PA | 0.1 |
|
Moulton Wealth Management Inc
✚
|
WA | 0.1 |
|
Marsh Wealth Management LLC
✚
|
TN | 0.1 |
|
Pacific Financial Strategies Inc
✚
|
CA | 0.1 |
|
Sandy Morris Financial & Estate Planning Services LLC
✚
|
FL | 0.1 |
|
Redwood Coast Financial Partners
✚
|
CA | 0.1 |
|
Financial Independence Advisors LLC
✚
|
FL | 0.1 |