MOSLEY WEALTH MANAGEMENT, INC.
CRD #318592 SEC #801-129053 ANAHEIM, CA (714) 421-4288
SEC Registered
Total AUM
$185.1M
Discretionary
$182.9M
Employees
15
Clients
0
Accounts
1,081
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $185.1M | $182.9M | $2.2M | 15 | 0 |
| Jul 2025 | $185.1M | $182.9M | $2.2M | 15 | 0 |
| Mar 2025 | $185.1M | $182.9M | $2.2M | 15 | 0 |
| Feb 2024 | $126.9M | $126.9M | $0 | 12 | 0 |
| Nov 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Nov 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Oct 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
| Oct 2023 | $106.9M | $106.9M | $0 | 6 | 0 |
DateOct 2025
Total AUM$185.1M
Discretionary$182.9M
Non-Disc.$2.2M
Employees15
Clients0
DateJul 2025
Total AUM$185.1M
Discretionary$182.9M
Non-Disc.$2.2M
Employees15
Clients0
DateMar 2025
Total AUM$185.1M
Discretionary$182.9M
Non-Disc.$2.2M
Employees15
Clients0
DateFeb 2024
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees12
Clients0
DateNov 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$106.9M
Discretionary$106.9M
Non-Disc.$0
Employees6
Clients0