Moore Wealth
SEC RegisteredFinancial Advice, Customized Planning, Expert Implementation
About the firm
Moore Wealth provides personalized wealth management services to business owners, government contractors, pre-retirees, growing families, and more. Their individualized approach to financial planning and wealth management is fueled by passion, expertise, and logic.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized wealth management services including financial planning, saving and investing strategies, tax mitigation strategies for retirement, and private wealth management.
Who they serve
Business owners, executives, professionals, government contractors, growing families, pre-retirees, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 159 | $57M |
| High Net Worth Individuals | 45 | $93M |
63 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.75% |
| $500,001 - $1,000,000 | 1.25% |
| $1,000,001 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.75% |
| Over $10,000,000 | 0.50% |
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Moore Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched