Advisor at D. Moss Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
D. Moss Wealth Management
Location
West Hollywood, CA
Credentials
Series 65
Industry experience
4 years
Darren Moss is the sole advisor at D. Moss Wealth Management in West Hollywood, CA, holding a Series 65 designation with four years of industry experience. He has operated as a self-employed financial professional since 2016 and established his registered investment advisory firm in 2021. D. Moss Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and small businesses. The firm manages approximately $18.4 million across a small client base, employing a range of investment strategies including ETFs, long-term trading, options, and less typical instruments such as private placements and interval funds.
Based on D. Moss Wealth Management
Between $2,000 and $7,500 for financial planning
$0 - $499,999: 1.20% $500,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000 - And Up: 0.70%
Account minimum: $250,000 (may be waived at discretion)
West Hollywood, CA
California · Massachusetts · Texas
Darren Moss Wealth Management LLC
2021 - Present (5 years)
Self Employed
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Joseph C. Longo, Attorney At Law
CFP®, Series 66
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Guttman Financial Planning
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