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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier capitalSummit signal
- Established Date
- 01-01-2022
- Office Locations
- 2
Office Locations
About Mosley Wealth Management, Inc.
Mosley Wealth Management (Anaheim, CA) has served Southern California since 1995, building custom retirement plans for retirees and pre-retirees focused on helping clients preserve what they’ve earned and create reliable income. The team emphasizes relationship-based planning and trust, and supports its local community through charitable partnerships. Business development includes the “E.A.S.E. Into Retirement” podcast and live educational seminars; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FELTON THOMAS MOSLEY
FOUNDER, Investment Advisor
- CRD
- #2622714
- Ownership
- 50% but less than 75%
SUZAN MARIE MOSLEY
--
- CRD
- --
- Ownership
- 25% but less than 50%
Fusion foundation
Value quantum
- CRD
- #73357
- Ownership
- 27.9%
Showing 2 of 4 owners & executives
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Gary Dean Farrell
Director of Client Experience
- CRD
- #8013207
Samuel Goldberg
Investment Adviser Representative / Lead Advisor
- CRD
- #6152676
Capital atlas
Insight catalyst
- CRD
- #12521
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,574,351 | $202,166 |
| Non-Discretionary | $1,876,418 | $93,821 |
| Total | $279,450,769 | $200,611 |
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Separately Managed Accounts
Total SMA Asset: $279,450,769
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,620,653,846 | 23.4% |
| Equity - Exchange | $1,641,431,459 | 23.7% |
| Cash | $1,405,951,840 | 20.3% |
| Other | $2,257,833,990 | 32.6% |
| Total | $6,925,871,135 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ZENITH FOCUS QUANTUM | CREST FUSION | 58IAGKGLO | HMUUU | 2.20% | $52,135,693 |
| BEACON MATRIX | HARBOR MOMENTUM | WWI6DGJ9C | WHHJ | 9.41% | $59,804,884 |
| GLACIER FOUNDATION | ELEMENT VITAL | E6HMNY4CN | WYTQ | 8.76% | $41,814,382 |
| MERIDIAN BEACON | FOCUS SUMMIT | F3OYYAETG | XWB | 10.88% | $86,738,333 |
| SIGNAL EAGLE VALUE | CREST FRONTIER | T7Z4FQ4KP | MZHKB | 9.98% | $98,858,652 |
| MERIDIAN UNISON MOMENTUM | DELTA ALPHA | NO7TU0JRA | BGJI | 10.08% | $55,321,851 |
| INSIGHT DELTA BEACON | QUANTUM BRIDGE | ZF7X7OGA1 | AJPH | 7.66% | $26,014,581 |
| FRONTIER ZENITH CREST | MATRIX VECTOR | 8M8INNE4Z | DUEAY | 9.69% | $48,683,564 |