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Moore Wealth LLC

● SEC registered since 2023CRD 323374SEC# 801-127484Frederick, MD
Export (members)
Reg. AUM
$144.4M
Employees
6
Accounts
552
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 $144.4 million in regulatory assets under management and employs 6 people.

Moore Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Erik Anshul Moore ControlPartner & Director Of Investment Strategy25-50%2023
Sean Ajay Moore ControlPartner, Director Of Operations & Chief Compliance Officer25-50%2023
Shabri Gandhi Moore ControlManaging Partner25-50%2023

Frequently asked questions

How much does Moore Wealth LLC manage?

Moore Wealth LLC reports $144.4 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

Address50 Carroll Creek Way, Suite 335, Frederick, MD 21701
Phone(301) 631-1207
Office hours8:30 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.4M
Non-discretionary$0
Total (RAUM)$144.4M