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MOSLEY WEALTH MANAGEMENT, INC.
CRD 318592 · SEC 801-129053
2401 E. KATELLA AVENUE, SUITE 270, ANAHEIM, CA, 92806, United States
Phone
(714) 421-4288
Fax
(714) 982-3019
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.5M
Discretionary AUM
$277.6M
Team
15 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-18
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 624 | $177.0M |
| High net worth individuals | 83 | $102.4M |
States served
AZ, CA, ID, LA, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD