AdvisorCensus / Financial advisors / District of Columbia / Washington / Moore Wealth
Moore Wealth is an SEC-registered investment advisory firm in Frederick, MD, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.
Quick answers
From the filingHow is Moore Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Moore Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Moore Wealth charge?
Its Form ADV Part 2A brochure dated July 7, 2026 states: Hourly rate: $500 an hour (Wealth Management Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Moore Wealth located?
Moore Wealth's principal office is in Frederick, MD, according to its Form ADV.
Is Moore Wealth registered with the SEC or a state?
Moore Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323374.
How much does Moore Wealth manage?
Moore Wealth reports $156,908,298 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).
How have Moore Wealth's assets and staff changed since 2023?
In the Form ADV data for Moore Wealth: Regulatory assets under management: $128,581,302 in the October 2023 data and $156,908,298 in the October 2026 data, up 22%. Total employees: 7 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Moore Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (45).
Which custodians does Moore Wealth use?
Moore Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Moore Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323374
What changed in Moore Wealth's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in UT.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Hourly rate: $500 an hour (Wealth Management Consulting)
The brochure's wording
Wealth Management Consulting: The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500.
As stated in the firm's Form ADV Part 2A brochure dated July 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$156,908,298 as of October 2026, filing dated August 3, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Moore Wealth LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 6. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
9 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $156,908,298 | 6 | August 3, 2026 |
| October 2025 | $144,427,668 | 6 | March 11, 2025 |
| October 2024 | $139,972,662 | 6 | March 1, 2024 |
| October 2023 | $128,581,302 | 7 | August 8, 2023 |
Regulatory assets under management: $128,581,302 in the October 2023 data and $156,908,298 in the October 2026 data, up 22%.
Total employees: 7 in October 2023 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in UT.
- March 2026
- Registered or notice-filed in WV.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Moore Wealth (CRD 323374): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/moore-wealth-frederick-md-323374