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MOSLEY WEALTH MANAGEMENT, INC.
CRD 318592File 801-129053
APPROVED
Retail clients
Custody
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$279.5M
Below cohort median (national)
Discretionary AUM
$277.6M
Non-discretionary $1.9M
Clients
707
1,393 accounts
Employees
15
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Nov 20, 2023
- Principal office
- 2401 E. KATELLA AVENUE, SUITE 270, ANAHEIM, CA, 92806
- Phone
- (714) 421-4288
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.5M
- Discretionary AUM
- $277.6M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 1,373
- Non-discretionary accounts
- 20
- Total accounts
- 1,393
- AUM per client
- $395K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 83 | $102.4M |
| Individuals (other than high net worth individuals) | 624 | $177.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 502 | 707 | increased by205 |
| Mar 1, 2026 | AUM | $185,148,365 | $279,450,769 | increased by$94,302,404 |
| Mar 1, 2026 | Accounts | 1,081 | 1,393 | increased by312 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOSLEY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOSLEY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.