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MOODY, LYNN, LIEBERSON & WALKER, LLC

BOSTON, MA · CRD 283549 · IAPD ↗ · moodylynn.com · 617-973-0590

$2.41BRegulatory AUM
8Advisory reps
14Employees
0Clients
26-50Planning clients
1Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — MOODY, LYNN, LIEBERSON & WALKER, LLC reported RAUM up 36% ($1.61B -> $2.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2024 — MOODY, LYNN, LIEBERSON & WALKER, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.