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- Custodian
- Charles Schwab & Company · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- PeakPathway
- Established Date
- 03-05-2010
- Office Locations
- 1
Office Locations
About Moss, Luse & Womble, LLC
Moss, Luse & Womble (Plano, TX) provides integrated financial planning, investment management and accounting support—including tax planning/prep, bookkeeping, cash-flow analysis, payroll, and estate/retirement planning—for individuals and business owners. The firm emphasizes education, compliance, and a structured onboarding process, with a stated commitment to transparent fees and responsive team support; custodians include Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
JEFFREY MATTHEW MOSS
Chief Compliance Officer, Partner
- CRD
- #4776080
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Caitlin Gwen Brown
Associate Planner
- CRD
- #6744388
MATTHEW EARL BRYAN
Associate
- CRD
- #5644531
Quantum horizon
Eagle harbor foundation
- CRD
- #80959
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $803,162,000 | $918,950 |
| Non-Discretionary | $0 | -- |
| Total | $803,162,000 | $918,950 |
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Separately Managed Accounts
Total SMA Asset: $803,162,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,583,180,294 | 63.6% |
| Cash | $3,195,405,074 | 36.4% |
| Total | $8,778,585,368 | 100.0% |