RIA Intelligence

MOSS BOOTH WEALTH ADVISORS, L.L.C.

CRD #150357 SEC #801-70211 SCOTTSDALE, AZ 480-948-2600
SEC Registered
Total AUM
$198.1M
Discretionary
$188.6M
Employees
4
Clients
--
Accounts
472

Firm Details

Organization Type
Corporation
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTISHAREHOLDER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
MOSS, WILLIAM, DWIGHTIMEMBER/MANAGER AND CHIEF COMPLIANCE OFFICERD Control
BOOTH-HOULE, LORIIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNISHAREHOLDERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control
BOOTH-HOULE, LORI, ANNIMEMBER/MANAGERC Control

Registrations

Federal

IA
Feb 19, 2014 REGISTERED

Notice Filings (2)

AZ TX

Address

14850 N. SCOTTSDALE ROAD, SUITE 385
SCOTTSDALE, AZ 85254
United States
Phone: 480-948-2600