# MOSS, LUSE & WOMBLE, LLC

MOSS, LUSE & WOMBLE, LLC of PLANO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 152841
- Type: SEC-registered investment adviser
- SEC file number: 801-114973
- Location: 5160 TENNYSON PARKWAY, SUITE 2000W, PLANO, TX, 75024
- Phone: 972-674-2584
- Latest filing: 2026-03-24
- Regulatory AUM: $803.2M
- Discretionary AUM: $803.2M
- Clients: 42
- Accounts: 874

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Matthew Moss | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Jason Stanton Luse | MEMBER | — |
| Michael Avery Womble | MEMBER | — |
| MOSS JOSHUA MATTHEW | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| MOSS STEFANIE JANINE | MEMBER | — |
| LUSE JASON STANTON | MEMBER | — |
| WOMBLE MICHAEL AVERY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152841/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152841/similar
- Related entities: https://search.stillhousedata.com/firm/152841/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152841

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.