818 Wealth, LLC
● SEC registered since 2026CRD 335975SEC# 801-135389Fort Worth, TX
Reg. AUM
$117.1M
Employees
6
Accounts
181
Location
Fort Worth, TX
818 Wealth, LLC assets under management
818 Wealth, LLC is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2026. It reports $117.1 million in regulatory assets under management and employs 6 people.
818 Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Jefferson Moffatt Control | Managing Member And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does 818 Wealth, LLC manage?
818 Wealth, LLC reports $117.1 million in regulatory assets under management on its Form ADV.
How many employees does 818 Wealth, LLC have?
818 Wealth, LLC reports 6 employees.
Where is 818 Wealth, LLC located?
818 Wealth, LLC is based in Fort Worth, TX and has been SEC-registered since 2026.
Does 818 Wealth, LLC disclose fund performance?
818 Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 425 Houston Street, Suite 575, Fort Worth, TX 76102 |
| Phone | 682-747-0134 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.1MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$117.1Mregulatory AUM
Discretionary $116.3MNon-discretionary $821K