MOYER WEALTH MANAGEMENT

MOYER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 317908). Regulatory assets under management: $75.3M.

Registration

• CRD: 317908
• Type: Registered investment adviser
• Phone: 610-529-8683
• Latest filing: 2026-02-17
• Regulatory AUM: $75.3M
• Discretionary AUM: $75.3M
• Clients: 3
• Accounts: 325

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 317908 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search