$75.3M Total AUM
$75.3M Disc. AUM
-- 3Y CAGR
3 Employees
101 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-17-2021
- Office Locations
- 1
Office Locations
-- Lansdale PA
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.
Team overview
-- AVG AGE
$37.7M AVG AUM / ADVISOR
$745.8K AVG AUM / CLIENT
2.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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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
Available
Available
Available
Showing 1 of 1 owners & executives
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THOMAS PATRICK CAFFREY SR.
--
- CRD
- #5866720
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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