← Back to searchVisit website
MOSS, LUSE & WOMBLE, LLC
CRD 152841 · SEC 801-114973
5160 TENNYSON PARKWAY, SUITE 2000W, PLANO, TX, 75024, United States
Phone
972-674-2584
Fax
469-461-5751
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$803.2M
Discretionary AUM
$803.2M
Team
42 total employees; 21 advisory reps; 171 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 365 | $137.0M |
| High net worth individuals | 110 | $315.6M |
| Pension/profit sharing plans | 399 | $350.6M |
States served
CA, CO, GA, IL, KS, LA, MD, MI, NE, NV, NJ, NM, NY, NC, PA, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD