What departments does Moore Wealth have?

Moore Wealth has employees across 6 departments including Finance, Operations, Administrative, Research, Business Development.

What is the largest department at Moore Wealth?

The largest department at Moore Wealth is Finance with 4 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
2

United Kingdom Of Great Britain And Northern Ireland
2

Moore Wealth's Leadership

E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
S. M.
Partner | Director Of Operations At Moore Wealth
Mobile Phone
Email
S. M. C.
Managing Partner
Mobile Phone
Email
E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
W. M.
Owner
Mobile Phone
Email
K. B.
Director
Mobile Phone
Email
A. F. B.
Financial Planning Manager
Mobile Phone
Email
C. W.
Office Manager
Mobile Phone
Email

Moore Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Moore Wealth

Name

Title

Contact Info

Location

Last Update

E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
United StatesMaryland
Mar 17, 2026
S. M.
Partner | Director Of Operations At Moore Wealth
Mobile Phone
Email
United StatesMaryland
Nov 26, 2025
S. M. C.
Managing Partner
Mobile Phone
Email
United StatesMaryland
Nov 26, 2025
E. M.
Partner & Director Of Investment Strategy
Mobile Phone
Email
Nov 24, 2023
W. M.
Owner
Mobile Phone
Email
Oct 23, 2024
K. B.
Director
Mobile Phone
Email
Oct 23, 2024
A. F. B.
Financial Planning Manager
Mobile Phone
Email
United StatesDistrict of Columbia
Apr 24, 2025
C. W.
Office Manager
Mobile Phone
Email
Oct 21, 2024
J. C.
Client Communications Manager
Mobile Phone
Email
United StatesMaryland
Oct 07, 2023
S. C.
Case Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Moore Wealth known for?

Moore Wealth was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 50 Carroll Creek Way Suite 335 Frederick, Maryland 21701 United States; you can contact the 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 . 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 June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Moore Wealth's key employees and leadership?

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

Partner & Director Of Investment Strategy: E. M.
Partner | Director Of Operations At Moore Wealth: S. M.
Managing Partner: S. M. C.
Partner & Director Of Investment Strategy: E. M.
Owner: W. M.

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Moore Wealth Employee Directory

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