Mosley Wealth Management, Inc.

Overview

Mosley Wealth Management, Inc. is an SEC registered investment adviser based in Anaheim, CA, registered since 2022. It reports $279M in assets under management across 1,393 accounts, with 15 employees. It has 12 investment adviser representatives.

Reported AUM

$279M

Discretionary

99%

Accounts

1,393

Average account

$201K

Employees

15

Advisory reps

12

Registered since

2022

Jurisdictions

7

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Christopher Blake Radford President/Chief Executive Officer/Chief Compliance Officer CRD 1564302
• Felton Thomas Mosley Founder CRD 2622714
• Travis Bradford Hawley Vice President CRD 7409251

1 more executive officer, with direct contact details

Advisory reps 3 of 12

• Gary Dean Farrell Investment Adviser Rep CRD 8013207
• Travis Bradford Hawley Insurance Agent · Investment Adviser Rep CRD 7409251
• Andrew Douglas Laurin Insurance Agent · Investment Adviser Rep CRD 7906086

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2401 E Katella Ave Ste 270
Anaheim, CA 92806

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: mosleywealthmanagement.com

Every state, with registration dates

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