# Moyer Wealth Management

> Moyer Wealth Management is a state-registered investment advisory firm in Montgomeryville, PA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 317908
- Filed as: MOYER WEALTH MANAGEMENT
- Legal name: Moyer CPA Group LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montgomeryville, PA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317908
- AdvisorCensus page: https://advisorcensus.com/firm/moyer-wealth-management-montgomeryville-pa-317908

## Quick answers

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

**Where is Moyer Wealth Management located?**
Moyer Wealth Management's principal office is in Montgomeryville, PA, according to its Form ADV.

**Is Moyer Wealth Management registered with the SEC or a state?**
Moyer Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317908.

**How much does Moyer Wealth Management manage?**
Moyer Wealth Management reports $75,320,972 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**What types of clients does Moyer Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (28).

**Does Moyer 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/317908

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $75,320,972
- Discretionary: $75,320,972
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $21,917,886 |
| High net worth individuals | 28 | $53,403,086 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [moyerwealthmanagement.com](https://moyerwealthmanagement.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moyer Wealth Management (CRD 317908): Form ADV filing data as of October 2026.