RIA Intel›Advisers›Tennessee›MOORE WEALTH PARTNERS, LLC

MOORE WEALTH PARTNERS, LLC

Advisory

HENDERSONVILLE, TN

Data as of Aug 14, 2026 · Source: SEC Form ADV

Average account
$198K
across 183 accounts
AUM per adviser
$36M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM
$36M
Discretionary %
100%
Clients
102
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$36M
Discretionary AUM$36M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients102
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TN

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

MALT PARTNERS MANAGEMENT LLC
NASHVILLE, TN
$36M
LAKELAND WEALTH MANAGEMENT LLC
MEMPHIS, TN
$36M
LORI A. DODSON AND ASSOCIATES, LLC
NASHVILLE, TN
$36M
+7.0% 1Y
ROSEMARY FRANK FINANCIAL, LLC
BRENTWOOD, TN
$37M
COTHRAN CAPITAL, LLC
MEMPHIS, TN
$36M
HILLVALE WEALTH MANAGEMENT, LLC
KNOXVILLE, TN
$36M

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