D. Moss Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,946,731
Clients
15
Advisors
1
of 1 employees
About
D. Moss Wealth Management is an independent, single-advisor registered investment adviser that provides ongoing discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth individuals, and small businesses. The firm manages roughly $25.1 million for a limited number of clients and constructs written investment policy statements to guide asset selection and monitoring.
The firm tailors portfolios to each client’s goals, tax situation and risk tolerance and typically implements diversified allocations using ETFs alongside mutual funds, equities and fixed income, drawing on fundamental, quantitative, technical, cyclical and modern portfolio theory analyses. D. Moss Wealth Management employs long‑term trading and options strategies — including covered and uncovered positions — and may direct clients into direct indexing through a third‑party sub‑adviser, operating with discretionary trading authority.
Distinctive features include the firm’s explicit use of personalized direct indexing via a third‑party platform and its willingness to use more complex, higher‑risk instruments such as uncovered options. The firm also reports using technology tools, including automated or AI‑based systems for administrative and operational support, and requires custody with Charles Schwab, providing access to institutional research and platform services that may influence execution and support.
Client services
Expertise
Fee options
Financial planning fixed fees between $2,000 and $7,500
$0 - $499,999: 1.20% $500,000 - $2,999,999: 0.90% $3,000,000 - $4,999,999: 0.80% $5,000,000+: 0.70%
Account minimum: $250,000 (may be waived)
Main office
West Hollywood CA
Advisors at this office
1
Most active in
California · Massachusetts · Texas
Also doing business as
D. Moss Wealth Management · Darren Moss Wealth Management LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)