Moore Wealth
Financial Services • 
Frederick, Maryland, United States • 1-10 Employees
Company overview
| Headquarters | 50 Carroll Creek Way Suite 335, Frederick, MD 21701, US |
| Phone number | +1217013016311207 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advice, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, Retirement Plan Consulting, Wealth Planning, College Funding, Retirement Income Distribution, Retirement Strategies, Defined Benefit Plans, Participant Education, Business Exit Planning, Comprehensive Financial Plans, 401(K) Rollover, Business Succession Plans |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at Moore Wealth
Erik Moore
Partner & Director Of Investment Strategy
Moore Wealth Email Formats
Moore Wealth uses 1 email format. The most common is {first initial} (e.g., j@moorewealthinc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@moorewealthinc.com | 100% |
About Moore Wealth
Moore Wealth is an independent financial planning and wealth management firm helping clients create lasting financial legacies. Our team of experienced advisors and specialists is committed to delivering exceptional service through one-on-one advising, collaboration with clients’ professional and personal consultants, and the design and implementation of strategies tailored to meet unique goals and aspirations. Moore Wealth clients can expect true wealth management, a sound financial education, and a clear path toward wealth accumulation, wealth retention, and wealth transfer. Advisory Services offered through Moore Wealth ®, a Registered Investment Adviser. Moore Wealth, 50 Carroll Creek Way, Ste 335 Frederick, MD 21701. (301) 631-1207.
Moore Wealth revenue & valuation
| Annual revenue | $3,132,434 |
| Revenue per employee | $392,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Moore Wealth has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Moore Wealth has never raised funding before.
Moore Wealth Tech Stack
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