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MOSS ADAMS WEALTH ADVISORS LLC
MOSS ADAMS WEALTH ADVISORS LLC
SEATTLE, Washington
·
7 registered advisors
·
CRD# 108917
SEC# 801-58074
11
206-302-6500
01
Firm Overview
AUM
$3.9B
Regulatory assets under management
Employees
68
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MOSS ADAMS WEALTH ADVISORS LLC
7 registered advisors
Christopher John Waetzig
SEATTLE, Washington
CRD# 6282199
Christopher Schmidt
SEATTLE, Washington
CRD# 4989935
Erica Lane Coogan
SEATTLE, Washington
CRD# 3130160
Jennifer Rose Furness
SEATTLE, Washington
CRD# 2657358
Justin Alexander Fisher
SEATTLE, Washington
CRD# 5481452
Kenneth Daniel Evans
SEATTLE, Washington
CRD# 5615873
Rebecca Howlett Pomering
SEATTLE, Washington
CRD# 5569130
05
Office Locations
SEATTLE, Washington
7 advisors
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Data sourced from SEC Form ADV filings. MOSS ADAMS WEALTH ADVISORS LLC (CRD# 108917) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.