MOSLEY WEALTH MANAGEMENT, INC.

ANAHEIM, California·2 registered advisors·CRD# 318592
SEC# 801-1290534(714) 421-4288
01

Firm Overview

AUM
$127M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at MOSLEY WEALTH MANAGEMENT, INC.

2 registered advisors
Felton Thomas Mosley
ANAHEIM, California
Travis Bradford Hawley
ANAHEIM, California
05

Office Locations

ANAHEIM, California
2 advisors

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Data sourced from SEC Form ADV filings. MOSLEY WEALTH MANAGEMENT, INC. (CRD# 318592) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.