Mosley Wealth Management, Inc.

Mosley Wealth Management, Inc. (CRD# 318592) is a financial advisory firm headquartered in Anaheim, CA. They manage $126,905,170 in 426 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806
https://www.linkedin.com/company/mosley-wealth-management/?viewasmember=true
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $297,899
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, LA, TN, TX, WA

Financial Advisors at Mosley Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Felton Mosley, financial advisor Anaheim CA
Felton T. Mosley
CRD#: 2622714
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806

Felton Mosley (CRD# 2622714) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has over 28 years of experience in the finance industry.

2
Travis Hawley, financial advisor Anaheim CA
Travis B. Hawley
CRD#: 7409251
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806

Travis Hawley (CRD# 7409251) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

3
Roberto Romero Leon, financial advisor Anaheim CA
Roberto Romero Leon
CRD#: 7400252
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806

Roberto Romero Leon (CRD# 7400252) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

4
Geoffrey Schuller, financial advisor Anaheim CA
Geoffrey A. Schuller
CRD#: 7726573
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806

Geoffrey Schuller (CRD# 7726573) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has 1 year of experience in the finance industry.

5
Charles Sheridan, financial advisor Anaheim CA
Charles S. Sheridan
CRD#: 7090192
2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806

Charles Sheridan (CRD# 7090192) is an Investment Advisor Representative working at Mosley Wealth Management, Inc. in Anaheim, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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