Moss, Luse & Womble, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 24, 2026, reports $803M in regulatory assets under management, 42 employees, and 874 accounts.
Assets Under Management
$803M
Employees
42
Offices
--
Total Clients
874
Primary office
PLANO, TX
5160 TENNYSON PARKWAY, SUITE 2000W, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 45.7% of total clients.
Top client categories% of clientsClients
1
Pension Plans
45.7%
399
2
Individuals
41.8%
365
3
HNWI
12.6%
110
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$803Mas of March 24, 2026
Discretionary100.0%
$803M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$803M
Total Accounts874
10Y AUM Change+$703M (+702.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee21:1
10Y Employee Change+22 (+110.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.