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Moss Booth Wealth Advisors, L.L.C. (Scottsdale)


Moss Booth Wealth Advisors, L.L.C. is a large advisory firm based in Scottsdale. It manages $216.21 million of regulatory assets for 496 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona and Texas.




Moss Booth Wealth Advisors, L.L.C provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moss Booth Wealth Advisors, L.L.C: assets under management

The assets under management (AUM) of Moss Booth Wealth Advisors, L.L.C. is $216.21 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $206.77 million in discretionary accounts and $9.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $462.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $192.78 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Moss Booth Wealth Advisors, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Moss Booth Wealth Advisors, L.L.C. performs its advisory services is located at 6929 E. Greenway Parkway, Scottsdale, AZ 85254, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (480) 991-0401 or by fax (480) 991-0574. The normal business hours are 8-4:30pm on Monday - Friday.


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