Moore Wealth
Moore Wealth is an SEC-registered mass-market adviser in Frederick, MD with $156.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Moore Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323374, SEC 801-127484, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $156.9M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Frederick, MD
- Employees
- 6
- Clients
- 204
- CRD
- 323374
- Ownership
- MOORE, SHABRI, GANDHI; MOORE, SEAN, AJAY; MOORE, ERIK, ANSHUL
How much AUM does Moore Wealth have?
Moore Wealth reported $156.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Moore Wealth?
Disclosed owners and executives of Moore Wealth include MOORE, SHABRI, GANDHI, MOORE, SEAN, AJAY, MOORE, ERIK, ANSHUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.