MOSS, LUSE & WOMBLE, LLC
CRD #152841 SEC #801-114973 PLANO, TX 972-674-2584
SEC Registered
Total AUM
$595.2M
Discretionary
$595.2M
Employees
35
Clients
--
Accounts
2,951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Sep 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Jul 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| May 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Mar 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Mar 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Feb 2025 | $595.2M | $595.2M | $0 | 35 | 143 |
| Nov 2024 | $435.6M | $435.6M | $0 | 36 | 134 |
| Mar 2024 | $435.6M | $435.6M | $0 | 36 | 134 |
| Feb 2024 | $319.6M | $319.6M | $0 | 37 | 127 |
| Jan 2024 | $319.6M | $319.6M | $0 | 37 | 127 |
| Jul 2023 | $319.6M | $319.6M | $0 | 37 | 127 |
| Feb 2023 | $319.6M | $319.6M | $0 | 37 | 127 |
| Sep 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Aug 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Jun 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Jun 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Mar 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Mar 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Feb 2022 | $298.7M | $298.7M | $0 | 31 | 115 |
| Aug 2021 | $195.6M | $195.6M | $0 | 31 | 105 |
| Feb 2021 | $195.6M | $195.6M | $0 | 31 | 105 |
| Nov 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| Oct 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| Jun 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| May 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| Mar 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| Jan 2020 | $131.4M | $131.4M | $0 | 24 | 82 |
| Nov 2019 | $100.1M | $100.1M | $0 | 20 | 79 |
| Apr 2019 | $100.1M | $100.1M | $0 | 20 | 79 |
| Mar 2019 | $100.1M | $100.1M | $0 | 20 | 79 |
DateOct 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateSep 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateJul 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateMay 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateMar 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateMar 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateFeb 2025
Total AUM$595.2M
Discretionary$595.2M
Non-Disc.$0
Employees35
Clients143
DateNov 2024
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees36
Clients134
DateMar 2024
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees36
Clients134
DateFeb 2024
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees37
Clients127
DateJan 2024
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees37
Clients127
DateJul 2023
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees37
Clients127
DateFeb 2023
Total AUM$319.6M
Discretionary$319.6M
Non-Disc.$0
Employees37
Clients127
DateSep 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateAug 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateJun 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateJun 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateMar 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateMar 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateFeb 2022
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees31
Clients115
DateAug 2021
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees31
Clients105
DateFeb 2021
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees31
Clients105
DateNov 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateOct 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateJun 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateMay 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateMar 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateJan 2020
Total AUM$131.4M
Discretionary$131.4M
Non-Disc.$0
Employees24
Clients82
DateNov 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees20
Clients79
DateApr 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees20
Clients79
DateMar 2019
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees20
Clients79