| 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 |
Mosley Wealth Management, Inc. reports $185.1 million in regulatory assets under management on its Form ADV.
Mosley Wealth Management, Inc. reports 15 employees.
Mosley Wealth Management, Inc. is based in Anaheim, CA and has been SEC-registered since 2023.
Mosley Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $182.9M |
| Non-discretionary | $2.2M |
| Total (RAUM) | $185.1M |