|
⚲
|
| Mosley Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 318592 |
| SEC # | 801-129053 |
| CIK # | 0002011849 |
| AUM | $185.1 M (2025-07-15) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 714-421-4288 |
| Address | 2401 E Katella Avenue Anaheim, CA 92806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 430 | 106.8 |
| (b) Individuals (high net worth individuals) | 72 | 78.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 185.1 |
| By Discretionary | ||
| Discretionary | 1,068 | 182.9 |
| Non-Discretionary | 13 | 2.2 |
| Total | 1,081 | 185.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.1 | |
| Total | 1,081 | 185.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011849] | |
| 13F-NT | [0002011849] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Closed-End Fund Advisors Inc
✚
|
VA | 0.2 |
|
UP Capital Management Inc
✚
|
0.2 | |
|
Financial Investment Team Inc
✚
|
OR | 0.2 |
|
Mandalay Financial LLC
✚
|
TX | 0.2 |
|
Hughes Warren Inc
✚
|
OK | 0.2 |
|
Nestlerode & LOY Inc
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|
PA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Diamond Wealth Management LLC
✚
|
UT | 0.2 |
|
Caitlin John LLC
✚
|
MI | 0.2 |