$88.6M Total AUM
$84.3M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 01-30-2014
- Office Locations
- 1
Office Locations
Crown Centre 5005 Rockside Road Suite 600 Independence OH
About Appaloosa Wealth Management LLC
Appaloosa Wealth Management is a fee-based RIA providing investment management and comprehensive financial planning for individuals, families, corporations, and foundations. Led by President/Wealth Advisor Walter Moore, CFP®, the firm focuses on goal-based, client-centric advice, portfolio construction and asset allocation, and typically custodies with Charles Schwab.
Team overview
-- AVG AGE
$88.6M AVG AUM / ADVISOR
$681.5K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Oak Optima beacon Capital ridge Vertex North delta
Custodian
Prime momentum Bridge
Investment Themes
Element ridge Signal Unison legacy
Investment Vehicles
Quantum
Platform
Pathway
Services
Beacon Unison element Vertex value Quantum Wave horizon Beacon Prime foundation Capital ridge
Technology
Signal harbor
Owner & Executives
WALTER ENGLISH MOORE
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2703710
- Ownership
- 75% or more
(454) 234-8847
delta.insight@focuscapital.com
in linkedin.com/in/frontier-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $84,300,000 | -- |
| Non-Discretionary | $4,300,000 | -- |
| Total | $88,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,600,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,030,036,953 | 100.0% |
| Total | $8,030,036,953 | 100.0% |