MOSS ADAMS WEALTH ADVISORS LLC

999 Third Ave Ste 2800
Seattle, Washington 98104
Tel: 206-302-6500

About MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS WEALTH ADVISORS LLC, formally registered with the SEC as MOSS ADAMS WEALTH ADVISORS LLC. The firm was established in 10/26/2000. They have over 12 offices throughout the country.

MOSS ADAMS WEALTH ADVISORS LLC is a Seattle, Washington based Financial Planning firm with nearly $3,914,488,888 assets under management, offering retirement planning & investment advisory services to 4226 clients. The firm is staffed with 68 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108917
SEC#	801-58074
Assets Managed by Firm	$3,914,488,888
No. of Clients	4226
No. of Advisors	68

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	4226	$3,914,488,888
Individuals (other than high net worth individuals)	119	$12,841,952
High net worth individuals	1038	$3,438,086,268
Pension and profit sharing plans	1	$49,337,625
Charitable organizations	4	$7,809,692
Corporations or other businesses	56	$388,533,898

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