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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-17-2021
- Office Locations
- 1
Office Locations
About Moyer Wealth Management
Moyer Wealth Management is a Lansdale, PA-based registered investment adviser serving retail clients, including business owners and entrepreneurs. The firm provides financial planning and discretionary portfolio management (retirement, tax, estate, and insurance planning) with portfolios heavily ETF-based. Custodies primarily at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 101 clients, or 50.5 clients per representative. That equates to $745.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on February 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
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- Technology
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Owner & Executives
TROY MOYER
Chief Compliance Officer, MANAGING PRINCIPAL, Wealth Advisor
- CRD
- #4873449
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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THOMAS PATRICK CAFFREY SR.
Wealth Advisor
- CRD
- #5866720
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,320,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,320,972 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Moyer Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.