Moss, Luse & Womble, LLC
● SEC registered since 2019CRD 152841SEC# 801-114973Plano, TX
Reg. AUM
$803.2M
Employees
42
Accounts
874
Location
Plano, TX
Moss, Luse & Womble, LLC assets under management
Moss, Luse & Womble, LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2019. It reports $803.2 million in regulatory assets under management and employs 42 people.
Moss, Luse & Womble, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Matthew Moss Control | Chief Compliance Officer | Under 5% | 2010 |
| Luse Mlw, LLC Control | Member | 25-50% | 2013 |
| Moss Mlw, LLC Control | Member | 25-50% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Moss, Luse & Womble, LLC manage?
Moss, Luse & Womble, LLC reports $803.2 million in regulatory assets under management on its Form ADV.
How many employees does Moss, Luse & Womble, LLC have?
Moss, Luse & Womble, LLC reports 42 employees.
Where is Moss, Luse & Womble, LLC located?
Moss, Luse & Womble, LLC is based in Plano, TX and has been SEC-registered since 2019.
Does Moss, Luse & Womble, LLC disclose fund performance?
Moss, Luse & Womble, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024 |
| Phone | 972-674-2584 |
| Fax | 469-461-5751 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$803.2M▲ 35%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$803.2Mregulatory AUM
Discretionary $803.2M