Derek Jefferson Moffatt
Managing Member And Chief Compliance Officer818 Wealth, LLCCRD 4911240
About Derek Jefferson Moffatt
Derek Jefferson Moffatt is listed as Managing Member And Chief Compliance Officer at 818 Wealth, LLC in Fort Worth, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of 818 Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Derek Jefferson Moffatt work?
Derek Jefferson Moffatt is listed as Managing Member And Chief Compliance Officer at 818 Wealth, LLC on SEC Form ADV.
How much of 818 Wealth, LLC does Derek Jefferson Moffatt own?
Form ADV reports a beneficial ownership band of Over 75%.
818 Wealth, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |