MOORE WEALTH

RIASEC RegisteredEst. 2023

Total AUM

$157M

Discretionary

$157M

100% of AUM

Avg account

$279K

Accounts

563

Employees

Advisory reps

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 a limited liability company and registered with the SEC in 2023. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses alongside client education through newsletters and seminars. Its fee model combines percentage-of-AUM billing with fixed fees. Moore Wealth does not identify as an active ESG investor and appears to operate at a single-state level based on current disclosures. Alternative investments are part of the firm’s toolkit and it relies on third-party external managers to access those strategies.