This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$157MItem 5.F on the latest filing (2026-08-03); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$157M

Private client RAUM

$151MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$52.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

1Schedule D 1.F, beyond the principal office

Accounts

563

Individual clients

159

High net worth clients

45

Custody, client assets

$1.2M

SEC number

801-127484

CRD

323374

Filings on the tape

9

First filed

Feb 15, 2023

Latest filed

Aug 3, 2026

Organised

Limited Liability Company, MD

Website

moorewealthinc.com

• Occurred

  Apr 4, 2023
  Team lift-out

  3 advisors left Commonwealth Financial Network (Frederick, MD) for Moore Wealth on the same day

  Form ADVobserved 3 days ago
  3 advisors
• Occurred

  Feb 15, 2023
  First Form ADV filing

  Moore Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:836f6bf3-dec8-e356-698f-54f6ad56b3ce

First observed

Feb 15, 2023

Last observed

Aug 3, 2026 48 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.