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MOORE WEALTH

MOORE WEALTH LLC

CRD 323374 · SEC 801-127484

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50 CARROLL CREEK WAY, SUITE 335, FREDERICK, MD, 21701, United States

Phone

(301) 631-1207

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.9M

Discretionary AUM

$156.9M

Team

6 total employees; 5 advisory reps; 63 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals159$57.2M
High net worth individuals45$93.3M

States served

MD, NC, PA, SC, VA, WV, TX, FL

All web addresses on file

Official SEC filing: View on IAPD