Mosley Wealth Management, Inc.

Overview

Mosley Wealth Management, Inc. is an independent registered investment adviser that positions itself as a fee-based wealth manager for individuals and families. The firm is structured as a corporation, is owned by an individual, and is registered with the SEC (registered in 2023). Its advisory work centers on managed portfolios for individuals and small businesses, selecting outside managers when appropriate, and providing educational seminars and workshops. The firm charges a percentage-of-AUM fee and identifies itself as a capital allocator that deploys client capital across public funds, third-party managers and alternative strategies. Mosley maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices