D
$25.1M Total AUM
$25.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-05-2021
- Office Locations
- 1
Office Locations
-- West Hollywood CA
About D. Moss Wealth Management
D. Moss Wealth Management is a West Hollywood-based RIA. The firm has been operating for 5 years. Managing $25.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Wave radial North Pioneer
Investment Themes
Optima north Ember pathway
Investment Vehicles
Oak Meridian
Services
Beacon legacy Delta momentum Prime prime Signal Beacon peak Unison quantum Atlas ember
Owner & Executives
D
Darren Moss
Chief Compliance Officer, Managing Member
- CRD
- #7358937
- Ownership
- 75% or more
(791) 691-7937
vital.vital@insightcapital.com
in linkedin.com/in/glacier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,104,056 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,104,056 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,104,056
Public Funds:
22.3% Equity - Exchange:
16.0% Cash:
28.9% Municipal Bonds:
15.1% Private Funds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $938,681,720 | 22.3% |
| Equity - Exchange | $673,493,611 | 16.0% |
| Cash | $1,216,497,835 | 28.9% |
| Municipal Bonds | $635,609,595 | 15.1% |
| Private Funds | $745,052,308 | 17.7% |
| Total | $4,209,335,069 | 100.0% |