Moss, Luse & Womble, LLC

RIASEC Registered

Total AUM

$803M

Discretionary

$803M

100% of AUM

Avg account

$919K

Accounts

874

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 152841
Registered since: April 10, 2019
Website: www.mlwfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans43.65%
HNWI39.29%
Individuals17.06%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Moss, Luse & Womble, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm combines advisory services with accounting capabilities and serves both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.