Mosley Wealth Management, Inc.
Mosley Wealth Management, Inc. is an SEC-registered mass-market adviser in Anaheim, CA with $279.5M assets under management (AUM, regulatory AUM), +51% over one year. See who owns Mosley Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318592, SEC 801-129053, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $279.5M (2026-05-18)
- Firm type
- Mass-Market Adviser
- Location
- Anaheim, CA
- Employees
- 15
- Clients
- 707
- CRD
- 318592
- Ownership
- Hawley, Travis, Bradford; MOSLEY, FELTON, THOMAS; RADFORD, CHRISTOPHER, BLAKE
How much AUM does Mosley Wealth Management, Inc. have?
Mosley Wealth Management, Inc. reported $279.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Mosley Wealth Management, Inc.?
Disclosed owners and executives of Mosley Wealth Management, Inc. include Hawley, Travis, Bradford, MOSLEY, FELTON, THOMAS, RADFORD, CHRISTOPHER, BLAKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.