CRD: 328027
Moore Wealth Partners, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-25-2023
- Office Locations
- 1
Office Locations
About Moore Wealth Partners, LLC
Moore Wealth Partners is a full-service Arizona-registered RIA providing actively managed portfolios and advice, with services spanning asset allocation & risk management, retirement strategy, and asset maximization. The firm partners with Gradient Investments and offers client access via Orion’s InvestmentHQ portal. It also provides insurance solutions through an affiliated entity and maintains a visible media presence (radio/YouTube).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Shawna Marie-McKinney Moore
Chief Compliance Officer, Financial Advisor, Financial Professional, Managing Member
- CRD
- #3272507
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,310,100 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,310,100 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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