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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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