MOSER WEALTH ADVISORS, LLC

MOSER WEALTH ADVISORS, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 117399). Regulatory assets under management: $279.0M.

Registration

• CRD: 117399
• SEC file number: 801-114927
• Type: Registered investment adviser
• Location: 2135 112TH AVENUE NE, SUITE 100, BELLEVUE, WA, 98004
• Phone: 425-451-1850
• Latest filing: 2025-03-25
• Regulatory AUM: $279.0M
• Discretionary AUM: $279.0M
• Clients: 3
• Accounts: 520

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117399 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search