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MOFFATT FINANCIAL STRATEGIES
Legal name: 818 WEALTH, LLC
CRD 335975File 801-135389
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$117.1M
Bottom 25% of cohort (national)
Discretionary AUM
$116.3M
Non-discretionary $821K
Clients
181
181 accounts
Employees
6
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MOFFATT FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MOFFATT FINANCIAL” 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.