Investment adviser · CRD 117399
MOSER WEALTH ADVISORS
Investment adviser filing (IA)
MOSER WEALTH ADVISORS, LLC
BELLEVUE, WA, United States · Form ADV filed Mar 25, 2025
- Regulatory AUM
- $279M Form ADV · Item 5.F
- Client accounts
- 520 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 92 | $265,859,306 | 95.3% |
| Retirement plans | Fewer than 5 | $7,591,795 | 2.7% |
| Corporations & businesses | Fewer than 5 | $3,829,982 | 1.4% |
| Individuals | Fewer than 5 | $1,696,888 | 0.6% |
Filing source
Form ADV 1956953 · Mar 25, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 25, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2135 112TH AVENUE NE, SUITE 100BELLEVUE, WA, 98004, United States
CRD 117399
Filing source
Form ADV 1956953 · Mar 25, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.