Moore Private Wealth L.L.C.

Moore Private Wealth L.L.C. provides discretionary and non‑discretionary portfolio management primarily for individual investors, including high‑net‑worth individuals, and prepares a written Investment Policy Statement for each client. The firm conducts an initial client interview to tailor allocations and may refer portions of client assets to third‑party investment advisers; it notes there is no account minimum for its services.

The adviser uses a broad set of analytical methods — including charting, fundamental, quantitative, technical analysis, and modern portfolio theory — and implements both long‑term and short‑term trading strategies across mutual funds, equities, fixed income, ETFs (including precious‑metal sector ETFs) and treasury inflation‑protected securities. MPWL generally seeks discretionary trading authority, provides periodic account reviews, and delivers monthly custodian statements alongside at least quarterly written reports.

Noteworthy differences from many peers include a relatively concentrated client base (managing roughly $32 million across about two dozen client relationships) and a firm policy that requires custody at Schwab Institutional, from which it receives institutional services and research. The brochure also discloses that the firm may receive additional compensation when directing clients to third‑party managers and does not perform ongoing performance monitoring of those external managers, and that it does not aggregate trades across multiple client accounts.