FREDERICK, MDCRD 323374Latest ADV February 26, 2026
Moore Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Frederick, MD. Its latest Form ADV filing, dated February 26, 2026, reports $157M in regulatory assets under management, 6 employees, 1 office, and 563 accounts.
Assets Under Management
$157M
Employees
6
Offices
1 office
Total Clients
204
Primary office
FREDERICK, MD
50 CARROLL CREEK WAY, SUITE 335, FREDERICK, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
159
2
HNWI
22.1%
45
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of February 26, 2026
Discretionary100.0%
$157M
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$157M
Total Accounts563
10Y AUM Change+$157M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee34:1
10Y Employee Change-1 (-14.3%)
* 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.