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MOSLEY WEALTH MANAGEMENT, INC.
CRD 318592File 801-129053
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.