Moore Wealth - Investment Advisers

About Moore Wealth

Moore Wealth LLC is an investment adviser headquartered in Frederick, Maryland. The registry lists six employees and regulatory assets under management of $156.91 million. The firm describes itself as an independent financial planning and wealth management practice. It is one of the investment advisers in Maryland and appears in the directory of US investment advisers. The firm was founded by Shabri Moore, a molecular biologist by training who holds the CFP and AIF designations. Her son Erik Moore joined in 2016 after three years at another independent planning firm, and her son Sean Moore joined in 2017 after six years of military service. The firm says it serves clients across the Mid-Atlantic and the Greater Salt Lake City area, including business owners, government contractors, pre-retirees and growing families. According to the firm's published process, work with a client begins with discovery, which covers goals, priorities and risk tolerance. This is followed by analysis of existing documents and portfolios, then a customized plan that addresses strategy, estate planning and asset allocation. Implementation covers executing documents, opening accounts and transitioning portfolios, and the firm then monitors the plan and adjusts it as markets and personal circumstances change.

Key Facts

Assets Under Management

$156.91M

Employees

6

SEC File Number

801-127484