SourcingSourcing

MOORE WEALTH LLC

C44
CRD 323374·SEC 801-127484·FREDERICK, MD
AUM
$156.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$471K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOORE WEALTH LLC
CRD
323374
SEC file #
801-127484
EIN
—
DBA names
Moore Wealth

Economics

AUM
$156.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$144.4M → $156.9M▲ +9%
Client mix
Individuals Other159
Individuals High Net Worth45

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
5 advisors → 5 advisors▬ 0%
Primary office
FREDERICK MD
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
moorewealthinc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOORE, ERIK, ANSHUL
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MOORE, ERIK, ANSHUL
MOORE, SEAN, AJAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MOOREWEALTHINC.COM
Rdap Domain Creation Date
2004-04-22T20:55:00Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3211
Soi Zip Pct 200k Plus
0.0934
Soi Zip Returns 200k Plus
2010
Soi Zip Total AGI
2,031,879
Fdic Zip Total Deposits
40,393,016,000
Fdic Zip Branch Count
843
Fdic Zip Top Banks
Bank of America, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
NationsBank, National AssociationFrederick, MD
NationsBank, National AssociationFrederick, MD
Fdic Zip HHI
600.83
Fdic Zip Top Bank Share Pct
11.07
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-04-22T20:55:00Z
Rdap Domain Last Changed
2026-04-23T11:01:24Z
Rdap Nameservers
Ns1.commonwealth.comNs2.commonwealth.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,774
Returns4,750
Stub 2
AGI149,072
Returns3,990
Stub 3
AGI207,767
Returns3,370
Soi Zip Total Business Income
62,107
Soi Zip Total Cap Gains
61,878
Soi Zip Total Dividends
39,508
Soi Zip Total Returns
21,520
Top Owner CRD
6327156
Trust Company Affiliate
No

People (3)

3
MOORE, ERIK, ANSHUL
IAR · Direct Owner · 37.5%
6327156
MOORE, SHABRI, GANDHI
IAR · Direct Owner · 37.5%
2894381
MOORE, SEAN, AJAY
IAR · Direct Owner · 37.5%
5894573