A complete list of active advisors currently associated with D. Moss Wealth Management
Warmer can help you find a great advisor at D. Moss Wealth Management or one who fits your needs even better.
D. Moss Wealth Management is an independent, single-advisor registered investment adviser that provides ongoing portfolio management and financial planning to individuals, high-net-worth households, and small businesses. The firm manages roughly $25.1 million for a small number of clients and advises across mutual funds, ETFs, equities, fixed income, real estate funds, options, private placements and treasury inflation-protected bonds. The firm documents client objectives and constraints in an Investment Policy Statement and typically operates with discretionary trading authority, tailoring portfolios to clients’ tax situations, time horizons and risk tolerances. Its investment process combines multiple methods — cyclical, fundamental, quantitative, technical and modern portfolio theory — and deploys long-term strategies alongside options trading (including covered, uncovered and spread strategies). Noteworthy features include a relatively small client base with high assets per client and the use of less-common, higher-risk instruments for a firm of this size, such as uncovered options, commodity ETFs, interval funds and private placements. The brochure also discloses a custodial relationship with a single institutional custodian that provides research, technology and other benefits to the firm, which can create soft-dollar considerations for clients.
To learn more about the advisors currently working at D. Moss Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
West Hollywood, CA
| 5
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")