Hartley Moore Wealth Management, LLC
Hartley Moore Wealth Management, LLC (CRD# 156320) is a financial advisory firm headquartered in Sarasota, FL. They manage $20,168,125 in 112 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts112ACCOUNTS
Average Account Value$180,073
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
James Moore (CRD# 4165738) is an Investment Advisor Representative working at Hartley Moore Wealth Management, LLC in Sarasota, FL and has over 17 years of experience in the finance industry. James Moore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brian Pope (CRD# 5970760) is an Investment Advisor Representative working at Hartley Moore Wealth Management, LLC in Sarasota, FL and has over 5 years of experience in the finance industry.