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 $106,912,682 assets under management, offering retirement planning & investment advisory services to 811 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318592
SEC#	801-129053
Assets Managed by Firm	$106,912,682
No. of Clients	811
No. of Advisors	6

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	811	$106,912,682
Individuals (other than high net worth individuals)	355	$71,214,430
High net worth individuals	41	$35,698,252

Inquire with MOSLEY WEALTH MANAGEMENT, INC.

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