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| Happy Holidays!! thanks for using AUM13F!! |
| Moore Wealth LLC
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| CRD # | 323374 |
| SEC # | 801-127484 |
| CIK # | |
| AUM | $144.4 M (2025-03-11) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 301-631-1207 |
| Address | 50 Carroll Creek Way Frederick, MD 21701 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 60.5 |
| (b) Individuals (high net worth individuals) | 38 | 76.7 |
| (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 | 0.2 |
| (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 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 144.4 |
| By Discretionary | ||
| Discretionary | 552 | 144.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 552 | 144.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.4 | |
| Total | 552 | 144.4 |
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|---|---|---|
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Del-Sette Capital Management LLC
✚
|
0.1 | |
|
Welch Financial Planning LLC
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CO | 0.1 |
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0.1 | |
|
Hanke & Apolonio Wealth Advisors LLC
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|
Semitam Bonam LLC
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NY | 0.1 |
|
Moulton Wealth Management Inc
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WA | 0.1 |
|
My Portfolio Guide LLC
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CA | 0.1 |
|
Redwood Coast Financial Partners
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CA | 0.1 |
|
Family Legacy Financial Solutions LLC
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NC | 0.1 |
|
ARK Royal Wealth Management LLC
✚
|
NC | 0.1 |