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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Moss LUSE & Womble LLC
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| CRD # | 152841 |
| SEC # | 801-114973 |
| CIK # | |
| AUM | $595.2 M (2025-07-30) |
| Employees | 35 (51% Investors, 0% Brokers) |
| Phone | 972-674-2584 |
| Address | 5160 Tennyson Parkway Plano, TX 75024 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 133.3 |
| (b) Individuals (high net worth individuals) | 198 | 461.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,951 | 595.2 |
| By Discretionary | ||
| Discretionary | 2,951 | 595.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,951 | 595.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 595.2 | |
| Total | 2,951 | 595.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lesko Securities Inc
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|
NY | 0.6 |
|
Hyposwiss Advisors Sa
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|
0.6 | |
|
G2 Capital Management LLC
✚
|
OH | 0.6 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.6 |
|
Berkeley Inc
✚
|
ID | 0.6 |
|
St James Investment Company LLC
✚
|
TX | 0.6 |
|
Foundation Wealth Management LLC
✚
|
MO | 0.6 |
|
The Marshall Financial Group LLC
✚
|
MD | 0.6 |
|
Curran Financial Partners LLC
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|
SC | 0.6 |
|
Greenwich Investment Management Inc
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|
CT | 0.6 |