Moore Wealth

3 registered advisors · 0 reported ETFs · $0 reported ETF value · $156.9M regulatory AUM

Moore Wealth is an investment adviser that files Form ADV with the SEC in Frederick, MD, with 3 registered advisors, reporting $156.9M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-08-03 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$156.9MLowTop 81%
  • Clients per advisor68ModerateTop 42%
  • Average AUM per client$769.2KLowTop 82%
  • High-net-worth share of clients22.1%ModerateTop 44%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-08-03. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2023-05-22
SEC file number
801-127484
Form version
10/2021
Latest Form ADV filing
2026-08-03
Address
50 Carroll Creek Way, Suite 335, Frederick, MD 21701, United States
Phone
(301) 631-1207
Website
https://moorewealthinc.com

Size

People and clients

Items 5.A through 5.D.

Employees
6
Registered advisors
3
Offices
1
Clients
204
Clients per advisor
68
High-net-worth share of clients
22.1%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$156,908,298
Discretionary AUM
$156,908,298
Non-discretionary AUM
$0
Total accounts
563
Average AUM per client
$769,158

Clients

Who the firm serves

Item 5.D, by reported assets.

  • High net worth individuals45 clients
    $93.3M
  • Individuals (non-HNW)159 clients
    $57.2M
  • Corporations or other businesses0 clients
    $6.2M
  • Charitable organizations0 clients
    $202.3K

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Publication of Periodicals or Newsletters; Educational Seminars or Workshops
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Fixed Fees (Other Than Subscription)
Custody
Adviser Has Custody of Client Cash; Adviser Has Custody of Client Securities; Adviser Custody Amount ($); Adviser Custody Clients (Count)

Source: SEC Form ADV filed by CRD 323374. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
50 Carroll Creek WayFrederickMD3

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.