What departments does Moore Wealth have?

Moore Wealth has employees across 6 departments including Administrative, Community & Social Services, Research, Business Development, Business.

What is the largest department at Moore Wealth?

The largest department at Moore Wealth is Business with 3 employees.

Where are Moore Wealth employees located globally?

Moore Wealth has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Moore Wealth's team size changed over time?

Moore Wealth's team has remained stable from approximately 10 to 10 employees based on available data.

Moore Wealth Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Moore Wealth is an independent financial planning and wealth management firm based in Frederick, Maryland. As a registered investment adviser, the practice delivers advisory services through a small team of professionals who provide one-on-one guidance and coordinate with clients’ other consultants to design and implement strategies tailored to individual goals. The approach emphasizes holistic wealth management, combining financial education with a structured plan for accumulating, retaining, and eventually transferring wealth. 

Its client base comprises individuals and families seeking personalized, goal-oriented planning rather than generic solutions. Operating within the financial services industry as an independent advisory firm, Moore Wealth positions itself among RIAs that offer tailored financial planning and wealth management services. In 2023, the firm was associated with a partnership announced with Prism Financial Concepts, reflecting ongoing collaboration within the advisory field.

Moore Wealth Global Highlights

North America
23

United States Of America
23

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Moore Wealth's Leadership

E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
W. M.
Owner
Mobile Phone
Email
K. B.
Director
Mobile Phone
Email
C. W.
Office Manager
Mobile Phone
Email
S. C.
Case Manager
Mobile Phone
Email
S. H.
Administrative Assistant
Mobile Phone
Email
C. C.
Investment Research Associate
Mobile Phone
Email
C. F.
Marketing And Business Development
Mobile Phone
Email

Moore Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Other

Contact profiles from Moore Wealth

Name

Title

Contact

Location

Last Update

E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
Sep 18, 2026
W. M.
Owner
Mobile Phone
Email
Oct 23, 2024
K. B.
Director
Mobile Phone
Email
Oct 23, 2024
C. W.
Office Manager
Mobile Phone
Email
Oct 21, 2024
S. C.
Case Manager
Mobile Phone
Email
Oct 22, 2024
S. H.
Administrative Assistant
Mobile Phone
Email
Sep 06, 2026
C. C.
Investment Research Associate
Mobile Phone
Email
Oct 22, 2024
C. F.
Marketing And Business Development
Mobile Phone
Email
Sep 10, 2025
P. D.
New Business Associate
Mobile Phone
Email
Oct 22, 2024
P. D.
New Business Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Moore Wealth known for?

Moore Wealth was founded in 2003 and operates in the Financial Services industry. You can contact Moore Wealth's main corporate office by phone at

+1-301-631-****

. Explore Moore Wealth's company overview page for more information.

What is Moore Wealth's most common email format?

Moore Wealth employees' email format typically follows the pattern of First@moorewealthinc.com. Trying to find reliable and up-to-date employee contact data? Find more Moore Wealth email formats with LeadIQ.

How many employees does Moore Wealth have currently?

Moore Wealth has approximately 8 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Moore Wealth's key employees and leadership?

As of September 2026, Moore Wealth's key employees include:

Partner & Director Of Investment Strategy: E. M.
Owner: W. M.
Director: K. B.
Office Manager: C. W.
Case Manager: S. C.

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Moore Wealth Employee Directory

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