MOSS, LUSE & WOMBLE, LLC

5160 Tennyson Parkway
Suite 2000w
Plano, Texas 75024
Tel: 972-674-2584

About MOSS, LUSE & WOMBLE, LLC

MOSS, LUSE & WOMBLE, LLC, formally registered with the SEC as MOSS, LUSE & WOMBLE, LLC. The firm was established in 04/10/2019. They have over 1 offices throughout the country.

MOSS, LUSE & WOMBLE, LLC is a Plano, Texas based Financial Planning firm with nearly $595,179,000 assets under management, offering retirement planning & investment advisory services to 2951 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152841
SEC#	801-114973
Assets Managed by Firm	$595,179,000
No. of Clients	2951
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2951	$595,179,000
Individuals (other than high net worth individuals)	294	$133,258,000
High net worth individuals	198	$461,921,000

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