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 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.

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
Darren Moss	West Hollywood, CA	5

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