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MOFFATT FINANCIAL STRATEGIES

FORT WORTH, TX · CRD 335975 · IAPD ↗ · 682-747-0134

$117.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — MOFFATT FINANCIAL STRATEGIES (FORT WORTH, TX) is newly SEC-registered with $117.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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