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| Happy Holidays!! thanks for using AUM13F!! |
| Moser Wealth Advisors LLC
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| CRD # | 117399 |
| SEC # | 801-114927 |
| CIK # | 0001803081 |
| AUM | $279.0 M (2025-03-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 425-451-1850 |
| Address | 2135 112th Avenue NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803081 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 21.3 | ||
| Amazon Com Inc | 17.5 | ||
| Nvidia Corp | 12.2 | ||
| Apple Inc | 12.0 | ||
| Mastercard Inc | 7.8 | ||
| J P Morgan Chase & Co | 4.8 | ||
| Costco Wholesale Corp /NEW | 4.5 | ||
| Stryker Corp | 2.9 | ||
| Okta Inc | 2.5 | ||
| AbbVie Inc | 2.5 | ||
| Phillips 66 | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| Tyco International Ltd /Ber/ | 2.0 | ||
| Exxon Mobil Corp | 1.6 | ||
| Lockheed Martin Corp | 1.6 | ||
| UnitedHealth Group Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 1.7 |
| (b) Individuals (high net worth individuals) | 92 | 265.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 7.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 520 | 279.0 |
| By Discretionary | ||
| Discretionary | 520 | 279.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 520 | 279.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.0 | |
| Total | 520 | 279.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803081] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Family Wealth Inc
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|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
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|
0.3 | |
|
Lubitz Linda S CFP PA
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|
FL | 0.3 |
|
Covington & Associates Inc
✚
|
NJ | 0.3 |
|
Rye Brook Capital LLC
✚
|
CT | 0.3 |
|
Plagens & Taylor Wealth Management LLC
✚
|
TX | 0.3 |
|
Alhambra Investment Management LLC
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|
FL | 0.3 |
|
Lindenwold Advisors Inc
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|
PA | 0.3 |
|
Malaga Cove Capital LLC
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|
CA | 0.3 |
|
Bernard Wealth Management Corp
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|
MI | 0.3 |