Data / Investment advisers / Texas / Moss, Luse & Womble, LLC
Moss, Luse & Womble, LLC, Plano, TX: $803 million AUM, SEC registered investment adviser
Moss, Luse & Womble, LLC is an SEC registered investment adviser with its main office in Plano, Texas and reports $803 million in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 152841
- SEC file number
- 801-114973
- SEC status
- Approved, effective April 10, 2019
- Main office
- 5160 Tennyson Parkway Suite 2000w, Plano, TX 75024
- Phone
- (972) 674-2584
- Website
- mlwfinancial.com
- Regulatory AUM
- $803,162,000 in the Form ADV filed September 28, 2026
- Discretionary AUM
- $803,162,000
- Accounts
- 874
- Employees
- 42, of which 21 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 399 | $350.6 million |
| High net worth individuals | 110 | $315.6 million |
| Individuals (other than high net worth individuals) | 365 | $137 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $803.2 million | March 24, 2026 |
| December 1, 2025 | $595.2 million | October 27, 2025 |
Other advisers in Plano
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Retirement Planners of America | Plano | $3.59 billion | Not listed | adviserinfo.sec.gov |
| SFMG Wealth Advisors | Plano | $2.96 billion | 1 | adviserinfo.sec.gov |
| Astra Wealth Management Group | Plano | $1.57 billion | Not listed | adviserinfo.sec.gov |
| Parkway Wealth Management Group, LLC | Plano | $1.22 billion | Not listed | adviserinfo.sec.gov |
| Insight Wealth Partners | Plano | $1.12 billion | Not listed | adviserinfo.sec.gov |
| Urban Fund Management, LLC | Plano | $767.8 million | 8 | adviserinfo.sec.gov |
| Wealthstar Advisors, LLC | Plano | $723.6 million | Not listed | adviserinfo.sec.gov |
| Dash Investments | Plano | $681.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Plano, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Moss, Luse & Womble, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.