Moss Adams Wealth Advisors LLC
● SEC registered since 2000CRD 108917SEC# 801-58074Bellevue, WA
Reg. AUM
$5.77B
Employees
59
Accounts
4,790
Location
Bellevue, WA
Moss Adams Wealth Advisors LLC assets under management
Moss Adams Wealth Advisors LLC is an investment advisory firm registered with the SEC based in Bellevue, WA. The firm has been registered since 2000. It reports $5.8 billion in regulatory assets under management and employs 59 people.
Moss Adams Wealth Advisors LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Rose Furness Control | Chief Compliance Officer | Under 5% | 2004 |
| Justin Alexander Fisher Control | Chief Executive Officer | Under 5% | 2024 |
| Kenneth Daniel Evans Control | Chief Operating Officer | Under 5% | 2012 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Moss Adams Wealth Advisors LLC manage?
Moss Adams Wealth Advisors LLC reports $5.8 billion in regulatory assets under management on its Form ADV.
How many employees does Moss Adams Wealth Advisors LLC have?
Moss Adams Wealth Advisors LLC reports 59 employees.
Where is Moss Adams Wealth Advisors LLC located?
Moss Adams Wealth Advisors LLC is based in Bellevue, WA and has been SEC-registered since 2000.
Does Moss Adams Wealth Advisors LLC disclose fund performance?
Moss Adams 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 | 10900 NE 8th St, Ste 305, Bellevue, WA 98004 |
| Phone | 425-650-9500 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1661245 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.77B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$5.77Bregulatory AUM
Discretionary $4.41BNon-discretionary $1.36B