MOFFATT FINANCIAL STRATEGIES

Legal name: 818 WEALTH, LLC

CRD 335975File 801-135389

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$117.1M

Bottom 25% of cohort (national)

Discretionary AUM

$116.3M

Non-discretionary $821K

Clients

181

181 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Mar 4, 2026
Principal office: 425 HOUSTON STREET, SUITE 575, FORT WORTH, TX, 76102
Phone: 682-747-0134
Website: https://www.facebook.com/moffattfinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $117.1M
Discretionary AUM: $116.3M
Non-discretionary AUM: $821K
Discretionary accounts: 178
Non-discretionary accounts: 3
Total accounts: 181
AUM per client: $647K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	38	$69.4M
Pension and profit sharing plans	Fewer than 5	$821K
Individuals (other than high net worth individuals)	140	$46.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.