D. MOSS WEALTH MANAGEMENT

D. MOSS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 313915). Regulatory assets under management: $25.1M.

Registration

• CRD: 313915
• Type: Registered investment adviser
• Phone: (310) 579-4050
• Latest filing: 2026-07-02
• Regulatory AUM: $25.1M
• Discretionary AUM: $25.1M
• Clients: 1
• Accounts: 50

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313915 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search