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Moss, Luse & Womble

EST. AUM
$803,162,000

CONTACTS

CLIENT ACCOUNTS
874

Firm Details

Metro area Dallas
CRD Number 152841
Website mosslusewomble.com
Client types

Overview

Moss, Luse & Womble specializes in providing comprehensive financial planning and accounting services specifically crafted to meet the distinctive needs of dental practices, with a strategic approach designed to cultivate enduring partnerships within the dentistry sector. The firm manages $595,179,000 in discretionary client assets under management as of December 31, 2024, and offers fee-based portfolio management, financial planning, and pension consulting services. The firm has developed eight proprietary investment models tailored to different risk profiles, from Capital Preservation to Ultra Aggressive, primarily using ETFs and mutual funds.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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