Mosley Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Anaheim, CA. Its latest Form ADV filing, dated February 17, 2026, reports $279M in regulatory assets under management, 15 employees, 4 offices, and 1,393 accounts.
Assets Under Management
$279M
Employees
15
Offices
4 offices
Total Clients
707
Primary office
ANAHEIM, CA
2401 E. KATELLA AVENUE, SUITE 270, ANAHEIM, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.3% of total clients.
Top client categories% of clientsClients
1
Individuals
88.3%
624
2
HNWI
11.7%
83
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of February 17, 2026
Discretionary99.3%
$278M
99% of total RAUM99.3%
Non-discretionary0.7%
$2M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$279M
Total Accounts1,393
10Y AUM Change+$173M (+161.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee47:1
10Y Employee Change+9 (+150.0%)
* 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.