# D. Moss Wealth Management

> D. Moss Wealth Management is a state-registered investment advisory firm in Beverly Hills, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 2, 2026.

- CRD: 313915
- Filed as: D. MOSS WEALTH MANAGEMENT
- Legal name: Darren Moss Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: July 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313915
- AdvisorCensus page: https://advisorcensus.com/firm/d-moss-wealth-management-beverly-hills-ca-313915

## Quick answers

**How is D. Moss Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), D. Moss Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is D. Moss Wealth Management located?**
D. Moss Wealth Management's principal office is in Beverly Hills, CA, according to its Form ADV.

**Is D. Moss Wealth Management registered with the SEC or a state?**
D. Moss Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313915.

**How much does D. Moss Wealth Management manage?**
D. Moss Wealth Management reports $25,104,056 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary).

**What types of clients does D. Moss Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (6); charitable organizations (1).

**Does D. Moss Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313915

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,104,056
- Discretionary: $25,104,056
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,128,982 |
| High net worth individuals | 9 | $22,817,749 |
| Charitable organizations | 1 | $157,325 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dmosswealth.com
- LinkedIn @darrenmoss

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. D. Moss Wealth Management (CRD 313915): Form ADV filing data as of October 2026.