RIA Intel›Advisers›Arizona›MOSS BOOTH WEALTH ADVISORS, L.L.C.

MOSS BOOTH WEALTH ADVISORS, L.L.C.

Advisory

Y·SCOTTSDALE, AZ

Data as of Mar 2, 2015 · Source: SEC Form ADV

Total AUM

$216M

1-Year AUM Growth

+9.2%

3-Year CAGR

+10.6%

Employees

2

Assets Under Management

Total AUM$216M

Discretionary AUM$207M

Non-Discretionary AUM$9M

Discretionary %95.6%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record11

First FilingMay 7, 2009

Latest FilingMar 2, 2015

🔒 Full AUM trend chart and 11 historical filings spanning 6+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOSS BOOTH WEALTH ADVISORS, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.