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MOORE WEALTH
50 Carroll Creek Way
Suite 335
Frederick, Maryland 21701
Tel: (301) 631-1207
About MOORE WEALTH
MOORE WEALTH, formally registered with the SEC as MOORE WEALTH. The firm was established in 05/22/2023. They have over 1 offices throughout the country.
MOORE WEALTH is a Frederick, Maryland based Financial Planning firm with nearly $139,972,662 assets under management, offering retirement planning & investment advisory services to 538 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323374 |
| SEC# | 801-127484 |
| Assets Managed by Firm | $139,972,662 |
| No. of Clients | 538 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 538 | $139,972,662 |
| Individuals (other than high net worth individuals) | 175 | $59,401,892 |
| High net worth individuals | 38 | $73,521,925 |
| Charitable organizations | 1 | $272,298 |
| Corporations or other businesses | 5 | $6,776,547 |
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