MOSS ADAMS WEALTH ADVISORS LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 108917). Regulatory assets under management: $5.8B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jennifer Rose Furness | CHIEF COMPLIANCE OFFICER | — |
| Kenneth Daniel Evans | CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| Christopher John Waetzig | HEAD OF WEALTH ADVISORY | — |
| Justin Alexander Fisher | CHIEF EXECUTIVE OFFICER; MANAGING PRINCIPAL; PRIVATE CLIENTS NATIONAL LEADER | — |
| FURNESS JENNIFER ROSE | CHIEF COMPLIANCE OFFICER | — |
| JAEGER MARK DEAN | CHIEF OPERATING OFFICER; COO; MANAGING MEMBER (+2 more) | — |
| SCHLAGER JAMES FREDERICK | MEMBER; PARTNER | — |
| BUNTING ROBERT LOUIS | DIRECTOR; PARTNER | — |
| FOHN RICHARD J | DIRECTOR; MEMBER; PARTNER | — |
| THORNTON RICHARD | DIRECTOR; MEMBER; PARTNER | — |
| KNUDSEN LARRY LARS | MEMBER; PARTNER | — |
| SCHMIDT CHRISTOPHER | DIRECTOR; PARTNER | — |
| RABKIN MARK WARREN | MEMBER | — |
| POMERING REBECCA HOWLETT | CEO; CHIEF EXECUTIVE OFFICER | — |
| EVANS KENNETH DANIEL | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, PRIVATE CLIENTS PRACTICE LEADER; DIRECTOR OF OPERATIONS | — |
| COOGAN ERICA LANE | PARTNER IN CHARGE; PRINCIPAL | — |
| WAETZIG CHRISTOPHER JOHN | HEAD OF WEALTH ADVISORY; WEALTH ADVISORY PRACTICE LEADER | — |
| FISHER JUSTIN ALEXANDER | PRIVATE CLIENTS NATIONAL LEADER | — |