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Moser Wealth Advisors, LLC

CRD 117399SEC# 801-114927Bellevue, WA
Export (members)
No longer SEC-registered. Moser Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$279M
Employees
3
Accounts
520
Location
Bellevue, WA

Moser Wealth Advisors, LLC assets under management

Moser Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. It reports $279 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Moser Wealth Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Matthew Scott Moser ControlPresidentOver 75%1998
Matthew Scott Moser ControlChief Compliance OfficerOver 75%2010
Moser & Company, LLC ControlManaging MemberUnder 5%2009

Frequently asked questions

How much does Moser Wealth Advisors, LLC manage?

Moser Wealth Advisors, LLC reports $279 million in regulatory assets under management on its Form ADV.

How many employees does Moser Wealth Advisors, LLC have?

Moser Wealth Advisors, LLC reports 3 employees.

Where is Moser Wealth Advisors, LLC located?

Moser Wealth Advisors, LLC is based in Bellevue, WA.

Does Moser Wealth Advisors, LLC disclose fund performance?

Moser Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2135 112th Avenue NE, Suite 100, Bellevue, WA 98004
Office hours8:30a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$279M
Non-discretionary$0
Total (RAUM)$279M