Mosley Wealth Management, Inc.
● SEC registered since 2023CRD 318592SEC# 801-129053Anaheim, CA
Reg. AUM
$279.5M
Employees
15
Accounts
1,393
Location
Anaheim, CA
Mosley Wealth Management, Inc. assets under management
Mosley Wealth Management, Inc. is an SEC-registered investment adviser based in Anaheim, CA. The firm has been registered since 2023. It reports $279.5 million in regulatory assets under management and employs 15 people.
Mosley Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Blake Radford Control | President/Ceo/Chief Compliance Officer | Under 5% | 2025 |
| Felton Thomas Mosley Control | Owner | Over 75% | 2022 |
| Travis Bradford Hawley | Secretary/Investment Advisor Representative | 5-10% | 2022 |
Frequently asked questions
How much does Mosley Wealth Management, Inc. manage?
Mosley Wealth Management, Inc. reports $279.5 million in regulatory assets under management on its Form ADV.
How many employees does Mosley Wealth Management, Inc. have?
Mosley Wealth Management, Inc. reports 15 employees.
Where is Mosley Wealth Management, Inc. located?
Mosley Wealth Management, Inc. is based in Anaheim, CA and has been SEC-registered since 2023.
Does Mosley Wealth Management, Inc. disclose fund performance?
Mosley Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806 |
| Phone | (714) 421-4288 |
| Fax | (714) 982-3019 |
| Office hours | M-Th: 8:30a.m. - 5p.m., F: 9a.m. - 1p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.5M▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$279.5Mregulatory AUM
Discretionary $277.6MNon-discretionary $1.9M