MOSLEY WEALTH MANAGEMENT, INC.

2401 E. Katella Avenue
Suite 270
Anaheim, California 92806
Tel: (714) 421-4288

About MOSLEY WEALTH MANAGEMENT, INC.

MOSLEY WEALTH MANAGEMENT, INC, formally registered with the SEC as MOSLEY WEALTH MANAGEMENT, INC. The firm was established in 11/20/2023. They have over 5 offices throughout the country.

MOSLEY WEALTH MANAGEMENT, INC. is a Anaheim, California based Financial Planning firm with nearly $126,905,170 assets under management, offering retirement planning & investment advisory services to 426 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318592
SEC#	801-129053
Assets Managed by Firm	$126,905,170
No. of Clients	426
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	426	$126,905,170
Individuals (other than high net worth individuals)	383	$86,125,544
High net worth individuals	43	$40,738,438

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