| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Jefferson Moffatt Control | Managing Member And Chief Compliance Officer | Over 75% | 2025 |
818 Wealth, LLC reports $117.1 million in regulatory assets under management on its Form ADV.
818 Wealth, LLC reports 6 employees.
818 Wealth, LLC is based in Fort Worth, TX and has been SEC-registered since 2026.
818 Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $116.3M |
| Non-discretionary | $821K |
| Total (RAUM) | $117.1M |