Mosley Wealth Management, Inc.

Mosley Wealth Management, Inc. is an Investment Advisory Firm established in 2019 and owned by Felton Thomas (Tom) Mosley. The firm specializes in providing Asset Management services to clients, offering continuous monitoring and supervision of client accounts based on individual goals, objectives, time horizon, and risk tolerance. Clients' risk tolerance levels are evaluated, and discretionary authority is requested to select securities and execute transactions without client permission. MWM manages approximately $185,148,365 in assets under management, with both discretionary and non-discretionary assets. The firm's fee structure is based on a percentage of assets under management, with annual fees negotiable within specified ranges. MWM does not offer a wrap program and does not accept performance-based fees. The firm provides investment advisory services to individuals, high net worth individuals, charitable organizations, and business owners, with no minimum account size required. Investment strategies involve seeking attractive, uncorrelated risk-adjusted returns through long-term asset allocation methodologies. MWM does not vote proxies on behalf of clients and maintains a Business Continuity and Disaster Recovery Plan. The firm is committed to safeguarding client data and privacy, with strict procedures in place to protect customer information and restrict access to authorized personnel only.