Erik Anshul Moore
Investment adviser representative at Moore Wealth
10 yearsExperience
2 statesRegistered in
$156.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Moore WealthMar 2023 to now
- Commonwealth Financial NetworkNov 2016 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Moore Wealth
Legal name: Moore Wealth LLC
$156.9MAssets managed
204Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6327156
- Firm CRD
- 323374