RIA Intel›Advisers›Indiana›MOORE PRIVATE WEALTH L.L.C.

MOORE PRIVATE WEALTH L.L.C.

Advisory

IN

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account
$469K
across 68 accounts
AUM per adviser
$32M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$32M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$32M
Discretionary AUM$32M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

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