Unclaimed Profile

Travis Bradford Hawley

MOSLEY WEALTH MANAGEMENT, INC.·ANAHEIM, California

Clean record5 years registeredMOSLEY WEALTH MANAGEMENT, INC.

2401 E. KATELLA AVENUE, ANAHEIM, CA 92806CRD# 7409251Firm CRD# 318592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Travis Bradford Hawley · ANAHEIM, CA

Registration

CRD #7409251 · MOSLEY WEALTH MANAGEMENT, INC. · 5 years registered

Brand Profile

Not yet started

Career History

MOSLEY WEALTH MANAGEMENT, INC.

Apr 2022 – present

AE WEALTH MANAGEMENT, LLC

Jul 2021 – Aug 2022

ANAHEIM, CA

Registrations & Exams

Registration record

First registered · July 21, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOSLEY WEALTH MANAGEMENT, INC.

CRD 318592 · SEC 801-129053

AUM

$127M

Regulatory assets under management

Employees

426 client accounts

Services offered by MOSLEY WEALTH MANAGEMENT, INC.

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at MOSLEY WEALTH MANAGEMENT, INC. →

Introduction

Speak with Travis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Travis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ANAHEIM?

Browse all registered financial advisors in ANAHEIM, California or claim this profile if it's yours.

Browse ANAHEIM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Travis Bradford Hawley offer?

Travis Bradford Hawley specializes in Investment Management, Fee-Only Advisory. Contact their office in ANAHEIM, California for a consultation.

What are Travis Bradford Hawley's credentials?

Travis Bradford Hawley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Travis Bradford Hawley located?

Travis Bradford Hawley is based in ANAHEIM, California, working with MOSLEY WEALTH MANAGEMENT, INC.. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Travis Bradford Hawley charge for services?

Travis Bradford Hawley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSLEY WEALTH MANAGEMENT, INC.?

MOSLEY WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →