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MOORE WEALTH

FREDERICK, MD · CRD 323374 · IAPD ↗ · moorewealthinc.com · (301) 631-1207

$156.9MRegulatory AUM
5Advisory reps
6Employees
63Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — MOORE WEALTH notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — MOORE WEALTH notice-filed in WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MOORE WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2024 — MOORE WEALTH reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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