RIA Intel›Advisers›California›DARREN MOSS WEALTH MANAGEMENT LLC

DARREN MOSS WEALTH MANAGEMENT LLC

Advisory

CA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in CA
#4,111
of 5,480 advisers by AUM
Average account
$502K
across 50 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM
$25M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients16
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, MA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

SALKE, EVAN JAY
ALPINE MEADOWS, CA
$25M
FIDUCIA WEALTH MANAGEMENT
PASADENA, CA
$25M
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
VENTURA, CA
$25M
-73.3% 1Y
GOSHO, CAROL, JEANNE
SAN MATEO, CA
$25M
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES, INC.
ENCINO, CA
$25M
ALPHA+ CAPITAL MANAGEMENT
LONG BEACH, CA
$25M
-3.1% 1Y

Get the full picture on DARREN MOSS WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DARREN MOSS WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans