DBA: MOORE WEALTH
| Total AUM | $156.9M |
| Discretionary | $156.9M100% of AUM |
| Client Accounts | 563 |
| Avg Account Size | $279K |
| Employees | 6 |
| Peak AUM | $156.9MFeb 2026 |
| AUM CAGR | +6.9% /yrover 3 yrs · 7 filings |
Total AUM
$157M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | +8.6% | — | — | |
| Discretionary AUM | $157M | ||||
| Total AUM | $156.9M |
| Discretionary | $156.9M |
| Employees | 6 |
| Client Accounts | 563 |
| Client Range | 101-250 |
Address
50 CARROLL CREEK WAY
FREDERICK MD 21701
Phone
(301) 631-1207
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$157M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| — |
| — |
| Total Accounts | 563 | +2.0% | — | — |
| Avg Account Size | $278,700.352 | +6.5% | — | — |
| Employees | 6 | 0.0% | 5.0% | — |
| AUM / Employee | $26M | +8.6% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $151M | +9.8% | — | — | |
| Institutional AUM | $6M | 12.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 159 | 5.4% | — | — | |
| Individuals | 45 | +18.4% | — | — | |