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| Keyboard |
| Mosley Wealth Management Inc
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|---|---|
| CRD # | 318592 |
| SEC # | 801-129053 |
| CIK # | 0002011849 |
| AUM | 279.5 M (2026-05-18) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 714-421-4288 |
| Address | 2401 E Katella Avenue Anaheim, CA 92806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Ciena Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Citigroup Inc | 0.1 | ||
| GS Acquisition Holdings Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 624 | 177.0 |
| (b) Individuals (high net worth individuals) | 83 | 102.4 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,393 | 279.5 |
| By Discretionary | ||
| Discretionary | 1,373 | 277.6 |
| Non-Discretionary | 20 | 1.9 |
| Total | 1,393 | 279.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.5 | |
| Total | 1,393 | 279.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011849] | |
| 13F-NT | [0002011849] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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CA | 285.5 M |
|
Sound Stewardship LLC
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BA Schrock Wealth Management Inc
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IL | 275.3 M |
|
Russell Capital Management LLC
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|
KY | 275.0 M |
|
James River Asset Management LLC
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|
VA | 273.8 M |
|
Legacy Capital Wealth Management LLC
✚
|
TX | 273.4 M |