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Moore Wealth

Moore Wealth. CRD 323374

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CRD: 323374

Moore Wealth

Frederick, MD, 21701
3016311207
www.moorewealthinc.com
$156.9M Total AUM
$156.9M Disc. AUM
-- 3Y CAGR
6 Employees
267 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
LegacyLegacy summit +more
Established Date
04-03-2023
Office Locations
1

Office Locations

50 Carroll Creek WAY Suite 335 Frederick MD

About Moore Wealth

Moore Wealth is a Frederick, MD RIA focused on tax-smart saving and investing strategies to help clients keep more of what they earn now and in retirement. The team delivers holistic planning and portfolio construction, often using ETFs and mutual funds, and supports retirees and business owners. They also host client education events such as Social Security seminars; custody includes Fidelity/NFS.

Team overview

67 AVG AGE
$31.4M AVG AUM / ADVISOR
$587.7K AVG AUM / CLIENT
3.2 yrs AVG TENURE
6 Employees
5 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Horizon Peak north Horizon Ember momentum

Client Personas

Ridge Quantum Timber

CRM

Atlas quantum Value alpha

Custodian

Timber Timber Frontier value Summit Frontier Vector Beacon

Investment Themes

Frontier Radial Prime eagle Pathway oak Ember insight

Investment Vehicles

Bridge

Services

Signal Matrix harbor Insight horizon Atlas Horizon Value Peak Timber element Crest atlas Matrix Ridge Delta glacier

Technology

Delta foundation Meridian Timber Frontier Pioneer matrix Capital vital Atlas Ridge catalyst Focus vector Unison

Owner & Executives

E

ERIK ANSHUL MOORE

DIRECTOR OF INVESTMENT STRATEGY, Financial Advisor, General Partner, PARTNER

CRD
#6327156
Ownership
25% but less than 50%
(748) 703-4666
zenith.element@harborcapital.com
in linkedin.com/in/frontier-focus
SEAN AJAY MOORE

SEAN AJAY MOORE

Chief Compliance Officer, DIRECTOR OF OPERATIONS, Financial Advisor, General Partner, PARTNER

CRD
#5894573
Ownership
25% but less than 50%
(405) 877-5517
summit.horizon@summitcapital.com
in linkedin.com/in/glacier-ember
N

North optima

Quantum bridge

CRD
#51582
Ownership
18.9%
(870) 897-9083
vertex.matrix@peakcapital.com
in linkedin.com/in/ridge-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-08-2023
03-01-2024
03-11-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $156,908,298 $278,700
Non-Discretionary $0 --
Total $156,908,298 $278,700

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Separately Managed Accounts

Total SMA Asset: $156,908,298

$156.9M Total SMA
Public Funds:
23.6%
Equity - Exchange:
26.4%
Cash:
8.8%
Equity - OTC:
18.7%
Other:
22.5%
Asset class Assets Assets %
Public Funds $1,197,372,285 23.6%
Equity - Exchange $1,339,433,404 26.4%
Cash $446,477,801 8.8%
Equity - OTC $948,765,328 18.7%
Other $1,141,562,561 22.5%
Total $5,073,611,379 100.0%

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