Investment adviser · CRD 152841
MOSS, LUSE & WOMBLE, LLC
Investment adviser filing (IA)
PLANO, TX, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $803M Form ADV · Item 5.F
- Client accounts
- 874 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 21 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 399 | $350,595,000 | 43.7% |
| High-net-worth individuals | 110 | $315,553,000 | 39.3% |
| Individuals | 365 | $137,014,000 | 17.1% |
Filing source
Form ADV 2135180 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5160 TENNYSON PARKWAY, SUITE 2000WPLANO, TX, 75024, United States
CRD 152841
Filing source
Form ADV 2135180 · Sep 28, 2026 · 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.