Insights

Acquisition Opportunity Recent acquisition of Moore’s Wealth Management by Steward Partners expands footprint in Georgia and adds five advisers and substantial assets under management, signaling a potential cross-sell of services, integration opportunities, and scalable growth for Steward Partners.

Retirement Focus Firm specializes in pre-retirees and retirement communities with conservative proactive strategies, presenting a target market for additional retirement planning products, income planning solutions, and risk-managed portfolios.

Fiduciary Positioning As a fiduciary, the firm emphasizes client-first outcomes and asset protection, which can be leveraged to pitch enhanced fiduciary oversight services, independent advisory offerings, and comprehensive financial planning packages to new prospects.

Tech & Analytics Utilizes a modern tech stack including iCIMS, AWS, WordPress, Shopify, Mailchimp, Microsoft 365, Google Cloud, and Piwik PRO Core, enabling scaled marketing automation, CRM integration, and data-driven client engagement strategies.

Recognition & Visibility Historical industry recognition in Hall County and ongoing acquisition activity provide credibility and market presence, offering opportunities to approach affiliated firms, local networks, and families seeking trusted planners with proven stability.

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Moore's Wealth Management Tech Stack

Moore's Wealth Management uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore Moore's Wealth Management's tech stack below.

iCIMS
Applicant Tracking Systems
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Shopify
E-commerce
Mailchimp
Email
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
Piwik PRO Core
Web Analytics

Media & News

Moore's Wealth Management's Email Address Formats

Moore's Wealth Management uses at least 3 email formats:

Moore's Wealth Management Email Formats	Example	Percentage
First@mooreswealthmanagement.com	John@mooreswealthmanagement.com	79%
Last@mooreswealthmanagement.com	Doe@mooreswealthmanagement.com	14%
First.Last@mooreswealthmanagement.com	John.Doe@mooreswealthmanagement.com	7%

Frequently Asked Questions

What is Moore's Wealth Management's official website and social media links?

Moore's Wealth Management's official website is mooreswealthmanagement.com and has social profiles on LinkedIn.

How much revenue does Moore's Wealth Management generate?

As of October 2026, Moore's Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Moore's Wealth Management's NAICS code?

Moore's Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Moore's Wealth Management have currently?

As of October 2026, Moore's Wealth Management has approximately 6 employees across 1 continents, including North America. Key team members include Owner/Founder/Sr Advisor: S. M. and Director Of Client Relations: M. E. Explore Moore's Wealth Management's employee directory with LeadIQ.

What industry does Moore's Wealth Management belong to?

Moore's Wealth Management operates in the Financial Services industry.

What technology does Moore's Wealth Management use?

Moore's Wealth Management's tech stack includes iCIMS, Amazon Web Services, WordPress, Shopify, Mailchimp, Microsoft 365, Google Cloud and Piwik PRO Core.

What is Moore's Wealth Management's email format?

Moore's Wealth Management's email format typically follows the pattern of First@mooreswealthmanagement.com. Find more Moore's Wealth Management email formats with LeadIQ.

Moore's Wealth Management

Q: How many employees does Moore's Wealth Management have currently?

Moore's Wealth Management has approximately 6 employees.

Q: What technology does Moore's Wealth Management use?

Moore's Wealth Management's tech stack includes Facebook Pixel, PHP, Element UI, FingerprintJS, Contact Form 7.

Q: What is Moore's Wealth Management's NAICS code?

Moore's Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesGeorgia, United States2-10 Employees

Moore's Wealth Management is a small, family-owned financial services firm based in Gainesville, Georgia. As an independent advisory practice, it operates under fiduciary duties and aims to select suitable investment options for clients, prioritizing their needs. The firm concentrates on serving pre-retirees and those in the retirement phase, using conservative and proactive investment strategies to help protect assets.

Clients receive a financial plan designed to meet both current and future goals, with an emphasis on asset protection and personalized service. The practice portrays itself as a multi-generational firm committed to treating clients like family and to carrying out their wishes to the best of the firm's ability. In May 2025, Steward Partners Investment Solutions, LLC acquired Moore's Wealth Management Group, expanding its presence in Georgia.