Moore Wealth

Moore Wealth, LLC is a registered investment adviser that primarily serves individual and high‑net‑worth clients, along with retirement plans and charitable or corporate accounts. The firm provides financial planning, asset management, and retirement plan consulting, managing approximately $156.9 million on a discretionary basis for about 204 client relationships through three advisors.

Moore Wealth implements discretionary portfolio management both directly and via Commonwealth-sponsored programs (PPS Custom and PPS Select), using a mix of equities, fixed income, mutual funds, ETFs, annuities, options, and alternative investments; Commonwealth’s model portfolios and research are used alongside advisor-selected approaches such as asset allocation, fundamental and quantitative analysis, and tax‑harvesting in Personalized Indexing. Advisors offer fee‑for‑service consulting and retirement-plan support as part of a broader wealth management approach tailored to client objectives.

Compared with many peers, Moore Wealth distributes periodic client communications and conducts educational seminars or workshops for clients, services noted as less common among supported firms. The firm’s ADV also discloses that its advisors are licensed insurance agents who may receive commissions, and describes platform-related financial arrangements (loans tied to the Commonwealth/LPL relationship) as well as a prior FINRA arbitration matter that was settled in 2024, all of which are identified as potential conflicts to consider.