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Moss Adams Wealth Advisors LLC

● SEC registered since 2000CRD 108917SEC# 801-58074Seattle, WA
Export (members)
Reg. AUM
$4.75B
Employees
60
Accounts
4,627
Location
Seattle, WA

Moss Adams Wealth Advisors LLC assets under management

Moss Adams Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Seattle, WA. The firm has been registered since 2000. It reports $4.8 billion in regulatory assets under management and employs 60 people.
www.linkedin.com/company/threadline-wealthView on SEC.gov ↗

Moss Adams Wealth Advisors LLC owners & executives

16 reported
NameTitleOwnershipSince
Christopher John Waetzig ControlHead Of Wealth AdvisoryUnder 5%2024
Jennifer Rose Furness ControlChief Compliance OfficerUnder 5%2004
Justin Alexander Fisher ControlManaging PrincipalUnder 5%2024
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Frequently asked questions

How much does Moss Adams Wealth Advisors LLC manage?

Moss Adams Wealth Advisors LLC reports $4.8 billion in regulatory assets under management on its Form ADV.

How many employees does Moss Adams Wealth Advisors LLC have?

Moss Adams Wealth Advisors LLC reports 60 employees.

Where is Moss Adams Wealth Advisors LLC located?

Moss Adams Wealth Advisors LLC is based in Seattle, WA and has been SEC-registered since 2000.

Does Moss Adams Wealth Advisors LLC disclose fund performance?

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

Contact & registration

Address999 Third Ave Ste 2800, Seattle, WA 98104
Phone425-650-9500
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1661245
Discloses disciplinary historyNo

Assets under management

Discretionary$3.75B
Non-discretionary$998.9M
Total (RAUM)$4.75B