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MOFFATT FINANCIAL STRATEGIES
818 WEALTH, LLC
CRD 335975 · SEC 801-135389
425 HOUSTON STREET, SUITE 575, FORT WORTH, TX, 76102, United States
Phone
682-747-0134
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.1M
Discretionary AUM
$116.3M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $46.9M |
| High net worth individuals | 38 | $69.4M |
| Pension/profit sharing plans | 3 | $821K |
States served
AZ, CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD