Regulatory Disclosures

Last updated: May 1, 2026

Form ADV

Moore Heritage Advisory, LLC is a Registered Investment Adviser. Our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) are available on request by emailing ads@leofintechdubai.com or by visiting the SEC's Investment Adviser Public Disclosure website.

Custody of assets

Client assets are held by an independent qualified custodian, Charles Schwab & Co., Inc. Moore Heritage Advisory does not maintain physical custody of client funds or securities other than as permitted under Rule 206(4)-2.

Risk of investing

All investments involve risk, including possible loss of principal. Past performance is not indicative of future results. Asset allocation and diversification do not guarantee a profit or protect against a loss.

Forward-looking statements

Any forward-looking statements on this Site reflect our views as of the date of publication. Actual results may differ materially due to changes in market conditions, tax law, regulation, or other factors.

Tax and legal

We are not a CPA firm or law firm. Information provided here is general in nature and is not a substitute for individualized tax or legal advice from a qualified professional.

Testimonials

Client statements appearing on this Site are unpaid and reflect the experience of specific clients. Their experience may not be representative of the experience of other clients and is no guarantee of future performance or success.

Accessibility

We are committed to maintaining a Site that is accessible to all visitors. If you encounter difficulty accessing any portion of the Site, please contact us at ads@leofintechdubai.com.