Investment adviser · CRD 150357

MOSS BOOTH WEALTH ADVISORS, L.L.C.

Investment adviser filing (IA)

SCOTTSDALE, AZ, United States · Form ADV filed Mar 2, 2015

Regulatory AUM
$216M
Form ADV · Item 5.F
Client accounts
496
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 2, 2015. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

6929 E. GREENWAY PARKWAY, SUITE 150
SCOTTSDALE, AZ, 85254, United States

CRD 150357

Filing source

Form ADV 860973 · Mar 2, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.