Mosley Wealth Management, Inc.

Mosley Wealth Management provides discretionary and non‑discretionary investment management, integrated financial planning, and consulting to individuals, high‑net‑worth clients, and charitable organizations. The firm includes financial planning as part of its advisory services and can manage participant and held‑away accounts using a third‑party Order Management System.

MWM employs a top‑down, macroeconomic asset‑allocation process to construct portfolios using mutual funds, ETFs, fixed income and, where appropriate, individual securities, with discretionary rebalancing driven by client objectives. The brochure discloses that the firm uses unaffiliated “Signal Providers” for buy/sell signals and has added capabilities to implement tax‑efficient asset location and opportunistic rebalancing on accounts not directly held in its custody.

Compared with many peers, MWM operates from five offices (as listed on the brochure) and discloses participation in lead‑generation services (SmartAsset) and receipt of marketing reimbursements that can underwrite seminars and events. The brochure also notes no account minimum, inclusion of financial planning at no additional fee, and relationships with affiliated insurance entities that can produce commission conflicts of interest.