Moss LUSE & Womble LLC

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Assets, Funds, Holdings

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Moss LUSE & Womble LLC
CRD #152841
SEC #801-114973
CIK #
AUM $435.6 MM (2024-03-21)
Employees 37 (41% Investors, 0% Brokers)
Phone972-674-2584
Address5160 Tennyson Parkway
Plano, TX 75024
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
4503602701809002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 366 197.5
(b) Individuals (high net worth individuals) 90 122.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,571 319.6
By Discretionary
Discretionary 1,571 319.6
Non-Discretionary 0 0.0
Total 1,571 319.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 319.6
Total 1,571 319.6
Comparable Firms State AUM ($BB)
Saybrook Capital Corp
NY 0.4
Stewart Wealth Management Inc
CA 0.4
Impact Capital Partners LLC
CO 0.4
Burkett Financial Services LLC
SC 0.4
Mascoma Wealth Management LLC
NH 0.4
Disciplined Investments LLC
OK 0.4
Monument Capital Management LLC
VA 0.4
Asset Management for Professionals Inc
WI 0.4
Midwest Financial Group LLC
KS 0.4
Eaton Financial Holdings Company LLC
FL 0.4
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