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Private Wealth Daily
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The Lean 100 · 2026 edition
No.39
Mosley Wealth Management logo

Mosley Wealth Management

Anaheim, CA · Firm website

120%AUM growth, 2024 to 2026
$279MAUM in the 2026 filing
66%client growth
15people at the firm

AUM by filing

$107M2023
$127M2024
$185M2025
$279M2026

Clients by filing

3962023
4262024
5022025
7072026

Key people

  • Tom MosleyFounder, CEO and PresidentOwner · 4 years at the firm
    in
  • Christopher RadfordPresident, Chief Executive OfficerOwner · 1 year at the firm
    in
  • Travis HawleyVice President of SalesOwner · 4 years at the firm
    in
  • Kevin McCloskeyCOO
    in

Against the list

  • MeasureThis firmList median
  • AUM growth120%104%
  • Client growth66%43%
  • People157
  • AUM per person$18.6M$49.7M

Rank by measure

  • Official rankNo. 39120%
  • Client growthNo. 3266%
  • AUM added per personNo. 95$10.2M
  • AUM per personNo. 96$18.6M
← No. 38 Legacy Wealth ManagementNo. 40 Brownlee Wealth Management →
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Mosley Wealth Management: No. 39 on The Lean 100 (2026) — Private Wealth Daily