Appaloosa Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Appaloosa Wealth Management serves a mix of individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and business entities. The firm offers ongoing portfolio management, financial planning, selection of third‑party advisers, and employer‑sponsored retirement plan advisory services such as platform recommendations, plan design, investment option selection, participant education, and administrative support.
The firm documents client objectives and risk tolerances in an Investment Policy Statement and tailors portfolios and model allocations to those parameters. Its investment process draws on fundamental, technical, charting and quantitative analysis and modern portfolio theory, employing both long‑term and short‑term trading under discretionary and non‑discretionary arrangements.
What is distinctive for a firm of this type is its explicit advisory work for employer‑sponsored retirement plans (including participant education and administrative support), a service line that is statistically uncommon among peers. The brochure also highlights advice across a broad investment universe — including hedge funds, private equity, venture capital, and private placements — and discloses that a firm representative engages in insurance brokerage activities, which the firm notes may present potential conflicts of interest.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $15,000 (negotiable)
Under $500,000 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: negotiable
$250 per hour (negotiable)
Fee-only: Financial planning fixed fees from $500 to $15,000 (negotiable); hourly fees $250/hour (negotiable)
Main office
Crown Centre 5005 Rockside Road, Suite 600
Independence OH 44131
Advisors at this office
1
Most active in
Ohio
Also doing business as
Appaloosa Wealth Management LLC · Moore, Walter E
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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