Moyer Wealth Management

Moyer Wealth Management (CRD# 317908) is a financial advisory firm headquartered in Montgomeryville, PA. They manage $52,874,485 in 279 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
411 Doylestown Road, Unit 706, Montgomeryville, PA 18936
https://www.moyerwealthmanagement.com
By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $189,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Moyer Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Troy Moyer, financial advisor Lansdale PA
Troy Moyer
CRD#: 4873449
Lansdale, PA

Troy Moyer (CRD# 4873449) is an Investment Advisor Representative working at Moyer Wealth Management in Lansdale, PA and has over 19 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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