Moore Wealth LLC
● SEC registered since 2023CRD 323374SEC# 801-127484Frederick, MD
Reg. AUM
$156.9M
Employees
6
Accounts
563
Location
Frederick, MD
Moore Wealth LLC assets under management
Moore Wealth LLC operates as an SEC-registered investment adviser based in Frederick, MD. The firm has been registered since 2023. It reports $156.9 million in regulatory assets under management and employs 6 people.
Moore Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Anshul Moore Control | Partner & Director Of Investment Strategy | 25-50% | 2023 |
| Sean Ajay Moore Control | Partner, Director Of Operations & Chief Compliance Officer | 25-50% | 2023 |
| Shabri Gandhi Moore Control | Managing Partner | 25-50% | 2023 |
Frequently asked questions
How much does Moore Wealth LLC manage?
Moore Wealth LLC reports $156.9 million in regulatory assets under management on its Form ADV.
How many employees does Moore Wealth LLC have?
Moore Wealth LLC reports 6 employees.
Where is Moore Wealth LLC located?
Moore Wealth LLC is based in Frederick, MD and has been SEC-registered since 2023.
Does Moore Wealth LLC disclose fund performance?
Moore Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 Carroll Creek Way, Suite 335, Frederick, MD 21701 |
| Phone | (301) 631-1207 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.9M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$156.9Mregulatory AUM
Discretionary $156.9M