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Moss, Luse & Womble, LLC

● SEC registered since 2019CRD 152841SEC# 801-114973Plano, TX
Export (members)
Reg. AUM
$595.2M
Employees
35
Accounts
2,951
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 $595.2 million in regulatory assets under management and employs 35 people.
linkedin.com/company/11034756View on SEC.gov ↗

Moss, Luse & Womble, LLC owners & executives

7 reported
NameTitleOwnershipSince
Jeffrey Matthew Moss ControlChief Compliance OfficerUnder 5%2010
Luse Mlw, LLC ControlMember25-50%2013
Moss Mlw, LLC ControlMember25-50%2012
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Frequently asked questions

How much does Moss, Luse & Womble, LLC manage?

Moss, Luse & Womble, LLC reports $595.2 million in regulatory assets under management on its Form ADV.

How many employees does Moss, Luse & Womble, LLC have?

Moss, Luse & Womble, LLC reports 35 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

Address5160 Tennyson Parkway, Suite 2000w, Plano, TX 75024
Phone972-674-2584
Fax469-461-5751
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$595.2M
Non-discretionary$0
Total (RAUM)$595.2M