MOORE WEALTH LLC
Legal name: MOORE WEALTH
CRD #323374 SEC #801-127484 FREDERICK, MD (301) 631-1207
SEC Registered
Total AUM
$144.4M
Discretionary
$144.4M
Employees
6
Clients
101
Accounts
552
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $144.4M | $144.4M | $0 | 6 | 0 |
| Mar 2024 | $140M | $140M | $0 | 6 | 0 |
| Aug 2023 | $128.6M | $128.6M | $0 | 7 | 0 |
| May 2023 | $128.6M | $128.6M | $0 | 7 | 0 |
DateMar 2025
Total AUM$144.4M
Discretionary$144.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees7
Clients0