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).
Total Assets Under Management86MILLION
Total Number of Accounts300ACCOUNTS
Average Account Value$287,333
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Daniel Solomon (CRD# 5032417) is an Investment Advisor Representative working at Blue Moon Wealth Advisory, LLC in Bellevue, WA and has over 12 years of experience in the finance industry.