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| Moss Adams Wealth Advisors LLC
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| |
|---|---|
| CRD # | 108917 |
| SEC # | 801-58074 |
| CIK # | 0001661245 |
| AUM | $3.9 BB (2024-03-29) |
| Employees | 67 (67% Investors, 0% Brokers) |
| Phone | 206-302-6500 |
| Address | 999 Third Ave Ste 2800 Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 17.4 | |
| AAPL | 2,382,844.0 | 14.2 | |
| RBLX | 20,459.2 | 12.8 | |
| GOOGL | 1,475,138.5 | 7.9 | |
| AMZN | 1,092,997.8 | 6.4 | |
| SPEM | 6.0 | ||
| NVDA | 399,550.0 | 5.6 | |
| GOOG | 1,482,566.4 | 5.5 | |
| HTLD | 1,087.7 | 5.0 | |
| META | 434,852.0 | 3.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 108 | 0.0 |
| (b) Individuals (high net worth individuals) | 1,037 | 3.0 |
| (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 | 4 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 8 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 50 | 0.3 |
| (n) Other | 1 | 0.0 |
| Total | 4,118 | 3.3 |
| By Discretionary | ||
| Discretionary | 3,624 | 2.8 |
| Non-Discretionary | 494 | 0.6 |
| Total | 4,118 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 4,118 | 3.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001661245] |
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|---|---|---|
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CO | 3.9 |
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