# MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS WEALTH ADVISORS LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 108917
- Type: SEC-registered investment adviser
- SEC file number: 801-58074
- Location: 10900 NE 8TH ST, STE 305, BELLEVUE, WA, 98004
- Phone: 425-650-9500
- Latest filing: 2026-05-28
- Regulatory AUM: $5.8B
- Discretionary AUM: $4.4B
- Non-discretionary AUM: $1.4B
- Clients: 59
- Accounts: 4,790

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (18)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108917/similar
- Related entities: https://search.stillhousedata.com/firm/108917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108917

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.