Hudock Moyer Wealth Resources, LLC (Williamsport)

Name: Hudock Moyer Wealth Resources, LLC
Address: 400 Market Street, Williamsport, PA, 17701
Telephone: 570-326-9500

Hudock Moyer Wealth Resources, LLC is a large advisory firm based in Williamsport. It manages $461.84 million of regulatory assets for 1,786 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, California, Florida, and 11 other states.

Hudock Moyer Wealth Resources provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hudock Moyer Wealth Resources: assets under management

The assets under management (AUM) of Hudock Moyer Wealth Resources, LLC is $461.84 million. The firm's AUM has grown by 1687% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $381.89 million in discretionary accounts and $79.95 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $253.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $285.52 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hudock Moyer Wealth Resources, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hudock Moyer Wealth Resources, LLC

Michael Joseph Hudock has been acting as President since 1 Nov 2009. Jason Joseph Moyer has served as the Chief Investment Officer since 1 Jan 2012. Wayne Ley Dieffenderfer joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara Benner Hudock	Managing principal/chief compliance officer	1 Dec 2006	75% - 100%	1023038
Jason Joseph Moyer	Founding partner	1 Dec 2006	Other	2875946
Michael Joseph Hudock	Partner	1 Dec 2006	Other	4624965
Barbara Benner Hudock	Managing member	1 Nov 2009	50% - 75%	1023038
Michael Joseph Hudock	Member/president	1 Nov 2009	25% - 50%	4624965
Jason Joseph Moyer	Founding partner/chief compliance officer	1 Nov 2009	Other	2875946
Jason Joseph Moyer	Chief investment officer	1 Jan 2012	Other	2875946
Wayne Ley Dieffenderfer	Chief compliance officer	1 Mar 2012	Other	3182865

Based in Williamsport

The principal office where Hudock Moyer Wealth Resources, LLC performs its advisory services is located at 400 Market Street, Williamsport, PA 17701, 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 570-326-9500 or by fax 570-326-9577. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hudockmoyer.com.