Moore Wealth

RIASEC RegisteredEst. 2023
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$279K
Accounts
563
Employees
6
Advisory reps
3

Firm details

Headquarters
Frederick, Maryland
CRD number
323374
Registered since
May 22, 2023
Website
www.moorewealthinc.com
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI59.49%
  • Individuals36.44%
  • Corporations / Businesses3.94%
  • Charitable Organizations0.13%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Moore Wealth is an independent registered investment adviser organized as an LLC and overseen by an individual owner. The firm targets individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its service mix also includes educational workshops and the publication of periodicals or newsletters. Fee arrangements combine asset-based charges with fixed-fee engagements. Moore Wealth is registered with the SEC (registered in 2023) and does not position itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 13%, Cash & Cash Equivalents 5%, Non-Exchange Traded Equities 2%, Other 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents5%
  • Non-Exchange Traded Equities2%
  • Other1%

Contacts

3 of 3
  • Erik Moore

    Erik Moore

    Partner, Director of Investment StrategyCRD 6327156

  • Shabri Moore

    Shabri Moore

    Managing PartnerCRD 2894381

  • Sean Moore

    Sean Moore

    Partner, DirectorCRD 5894573

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Frederick, MD

Frederick

Location

Frederick, MD

Headquartered in Frederick, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Frederick
Address
50 Carroll Creek Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth