Mooberry Financial Management

MOOBERRY FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in LAWRENCE, KS. The firm has 6 employees and 1 investment adviser.

Mooberry Financial Management

MOOBERRY FINANCIAL MANAGEMENT, LLC is an SEC-registered investment adviser in LAWRENCE, KS. The firm has 6 employees and 1 investment adviser. It is based in Kansas.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs Mooberry Financial Management?

No named principals or leadership team members are publicly disclosed. The firm is structured as a limited liability company, but individual names do not appear in SEC filings or public records.

How does Mooberry Financial Management invest client capital?

The firm offers financial planning and investment management, likely using a diversified portfolio approach. No specific asset class allocations, direct deal involvement, or fund commitments have been publicly detailed.

Is Mooberry Financial Management a single or multi-family office?

Based on its SEC registration as an RIA serving multiple clients, it operates as a multi-family office or wealth management firm, not a single-family office serving one family.

What is Mooberry Financial Management's AUM?

The firm does not publicly disclose its assets under management. No AUM figure appears in SEC filings or marketing materials.

Does Mooberry Financial Management make direct investments or co-investments?

There is no public evidence of direct investments, co-investments, or private market deal activity. The firm likely focuses on traditional asset management and advisory services.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.