818 WEALTH, LLC
Doing business as MOFFATT FINANCIAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$117,131,991
Discretionary
$116,310,881
Non-discretionary
$821,110
Firm details
- CRD number
- 335975
- SEC file number
- 801-135389
- Main office
- FORT WORTH, TX, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.