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| Moss Adams Wealth Advisors LLC
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|---|---|
| CRD # | 108917 |
| SEC # | 801-58074 |
| CIK # | 0001661245 |
| AUM | 5,773.3 M (2026-05-28) |
| Employees | 59 (51% Investors, 0% Brokers) |
| Phone | 425-650-9500 |
| Address | 10900 NE 8th St, Ste 305 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.2 | ||
| Microsoft Corp | 16.7 | ||
| Nvidia Corp | 14.4 | ||
| Alphabet Inc | 12.2 | ||
| Amazon Com Inc | 10.5 | ||
| Global MOFY Metaverse Ltd | 10.2 | ||
| Alphabet Inc | 8.0 | ||
| Facebook Inc | 6.5 | ||
| Broadcom Inc | 6.1 | ||
| Costco Wholesale Corp /NEW | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,002 | 5.1 |
| (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 | 0.1 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,790 | 5.8 |
| By Discretionary | ||
| Discretionary | 3,867 | 4.4 |
| Non-Discretionary | 923 | 1.4 |
| Total | 4,790 | 5.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.8 | |
| Total | 4,790 | 5.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001661245] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 41 |
| Serves | Institutional, Retail |
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