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Home > Retirement Planners > washington > bellevue > MOSER WEALTH ADVISORS
MOSER WEALTH ADVISORS
2135 112th Avenue Ne
Suite 100
Bellevue, Washington 98004
Tel: 425-451-1850
About MOSER WEALTH ADVISORS
MOSER WEALTH ADVISORS, formally registered with the SEC as MOSER WEALTH ADVISORS. The firm was established in 04/02/2019. They have over 1 offices throughout the country.
MOSER WEALTH ADVISORS is a Bellevue, Washington based Financial Planning firm with nearly $229,056,283 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117399 |
| SEC# | 801-114927 |
| Assets Managed by Firm | $229,056,283 |
| No. of Clients | 495 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 495 | $229,056,283 |
| Individuals (other than high net worth individuals) | 15 | $2,742,156 |
| High net worth individuals | 96 | $216,723,998 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,388,719 |
| Corporations or other businesses | Fewer than 5 clients | $3,201,410 |
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