Blue Moon Wealth Advisory, LLC

Blue Moon Wealth Advisory, LLC (CRD# 171597) is a financial advisory firm headquartered in Bellevue, WA. They manage $86,200,000 in 300 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    300
    ACCOUNTS
  • Average Account Value
    $287,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA, WA

Financial Advisors at Blue Moon Wealth Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Thomas E. Keeney
CRD#: 5538837
155 - 108th Avenue Ne, Suite 204, Bellevue, WA 98004
93
Wealthminder
score

Thomas Keeney (CRD# 5538837) is an Investment Advisor Representative working at Blue Moon Wealth Advisory, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

2
Daniel J. Solomon
CRD#: 5032417
155 - 108th Avenue Ne, Suite 204, Bellevue, WA 98004
93
Wealthminder
score

Daniel Solomon (CRD# 5032417) is an Investment Advisor Representative working at Blue Moon Wealth Advisory, LLC in Bellevue, WA and has over 10 years of experience in the finance industry.

3
Michael J. Greiner
CRD#: 1443680
155 - 108th Avenue Ne, Suite 204, Bellevue, WA 98004
58
Wealthminder
score

Michael Greiner (CRD# 1443680) is an Investment Advisor Representative working at Blue Moon Wealth Advisory, LLC in Bellevue, WA and has over 30 years of experience in the finance industry.

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