Moser Wealth Advisors, LLC
CRD 117399SEC# 801-114927Bellevue, WA
No longer SEC-registered. Moser Wealth Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$279M
Employees
3
Accounts
520
Location
Bellevue, WA
Moser Wealth Advisors, LLC assets under management
Moser Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. It reports $279 million in regulatory assets under management and employs 3 people.
Moser Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Scott Moser Control | President | Over 75% | 1998 |
| Matthew Scott Moser Control | Chief Compliance Officer | Over 75% | 2010 |
| Moser & Company, LLC Control | Managing Member | Under 5% | 2009 |
Frequently asked questions
How much does Moser Wealth Advisors, LLC manage?
Moser Wealth Advisors, LLC reports $279 million in regulatory assets under management on its Form ADV.
How many employees does Moser Wealth Advisors, LLC have?
Moser Wealth Advisors, LLC reports 3 employees.
Where is Moser Wealth Advisors, LLC located?
Moser Wealth Advisors, LLC is based in Bellevue, WA.
Does Moser Wealth Advisors, LLC disclose fund performance?
Moser Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2135 112th Avenue NE, Suite 100, Bellevue, WA 98004 |
| Office hours | 8:30a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$279MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$279Mregulatory AUM
Discretionary $279M