PPrivate Fund Data Log in Join · $37/mo

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

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2025
View 818 Wealth, LLC →