RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Maryland
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 11, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, ERIK, ANSHULIPARTNER & DIRECTOR OF INVESTMENT STRATEGYC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SEAN, AJAYIPARTNER, DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control
MOORE, SHABRI, GANDHIIMANAGING PARTNERC Control

Registrations

Federal

IA
Mar 11, 2025 REGISTERED

Notice Filings (7)

FL MD NC PA SC TX VA

Address

50 CARROLL CREEK WAY
SUITE 335
FREDERICK, MD 21701
United States
Phone: (301) 631-1207