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).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $180,073
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

FL

Financial Advisors at Hartley Moore Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James H. Moore
CRD#: 4165738
5001 Lakewood Ranch Blvd N, Suite 105, Sarasota, FL 34240
96
Wealthminder
score

James Moore (CRD# 4165738) is an Investment Advisor Representative working at Hartley Moore Wealth Management, LLC in Sarasota, FL and has over 16 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.

2
Brian R. Pope
CRD#: 5970760
5001 Lakewood Ranch Blvd N, Suite 105, Sarasota, FL 34240
90
Wealthminder
score

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.

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