# Lisa Marie Moceri

Lisa Marie Moceri appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 4 filing roles across Form ADV (4).

## Filings (4)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2026-01-09 | Form ADV | [FIDUCIENT ADVISORS LLC](https://search.stillhousedata.com/firm/106720) | CHIEF OPERATING OFFICER | CHICAGO, IL |
| — | Form ADV | [AXIA ADVISORY, LLC](https://search.stillhousedata.com/firm/107571) | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | INDIANAPOLIS, IN |
| — | Form ADV | [WEALTHSPIRE RETIREMENT, LLC](https://search.stillhousedata.com/firm/121254) | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | ALISO VIEJO, CA |
| — | Form ADV | [SELLWOOD INVESTMENT PARTNERS LLC](https://search.stillhousedata.com/firm/164696) | CHIEF OPERATING OFFICER - WEALTHSPIRE INSTITUTIONAL | PORTLAND, OR |


---

Source: public SEC filing 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.