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They include 624 individual clients and 83 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mosley Wealth Management offer?","answer":"Mosley Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mosley Wealth Management charge?","answer":"Mosley Wealth Management charges up to 1.85% a year for its Investment Management & Financial Planning Services. The fee is billed in arrears.","source":"PART 2A BROCHURE, filed 29 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mosley Wealth Management use?","answer":"Mosley Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $279M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mosley Wealth Management have?","answer":"Mosley Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 15 employees, and 10 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mosley Wealth Management invest in?","answer":"At the end of its last fiscal year, Mosley Wealth Management’s separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 3% cash and equivalents and 2% other. The 2% other category is described as: Reits.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mosley Wealth Management?","answer":"Mosley Wealth Management’s direct owners are Felton Mosley (50% to 75%), Christopher Radford (10% to 25%) and Suzan Mosley (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 29 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mosley Wealth Management get paid?","answer":"Mosley Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mosley Wealth Management registered with the SEC?","answer":"Yes, Mosley Wealth Management has been registered with the SEC as an investment adviser since 20 November 2023. Its CRD number is 318592 and its SEC file number is 801-129053.","source":"Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mosley Wealth Management?","answer":"Mosley Wealth Management’s main office is at 2401 E. Katella Avenue, Suite 270, Anaheim, CA 92806. Its phone number is 714-421-4288. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}