# 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.

- CRD: 323374
- Filed as: MOORE WEALTH
- Legal name: Moore Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Frederick, MD
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323374
- AdvisorCensus page: https://advisorcensus.com/firm/moore-wealth-frederick-md-323374

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 7, 2026)

- Hourly rate: $500 an hour (Wealth Management Consulting)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $156,908,298
- Discretionary: $156,908,298
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $57,177,948 |
| High net worth individuals | 45 | $93,343,341 |
| Charitable organizations | Fewer than 5 | $202,300 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,184,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, PA, SC, TX, UT, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moorewealthinc.com
- Facebook @moorewealthinc
- Instagram @moore.wealth
- LinkedIn @moore-wealth-inc
- X @MooreWealthInc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $128,581,302 | 7 | August 8, 2023 |
| October 2024 | $139,972,662 | 6 | March 1, 2024 |
| October 2025 | $144,427,668 | 6 | March 11, 2025 |
| October 2026 | $156,908,298 | 6 | August 3, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in UT.

### March 2026
- Registered or notice-filed in WV.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moore Wealth (CRD 323374): Form ADV filing data as of October 2026.