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| Happy Holidays!! thanks for using AUM13F!! |
| Moss Adams Wealth Advisors LLC
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| CRD # | 108917 |
| SEC # | 801-58074 |
| CIK # | 0001661245 |
| AUM | $4.8 B (2025-07-10) |
| Employees | 60 (60% Investors, 0% Brokers) |
| Phone | 206-302-6500 |
| Address | 999 Third Ave Ste 2800 Seattle, WA 98104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001661245 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 23.4 | ||
| Apple Inc | 21.6 | ||
| Nvidia Corp | 11.9 | ||
| Amazon Com Inc | 10.4 | ||
| Global MOFY Metaverse Ltd | 8.7 | ||
| Facebook Inc | 7.4 | ||
| Alphabet Inc | 7.2 | ||
| iShares Silver Trust | 5.1 | ||
| Broadcom Inc | 4.9 | ||
| Alphabet Inc | 4.6 | ||
| Costco Wholesale Corp /NEW | 4.6 | ||
| Exxon Mobil Corp | 3.9 | ||
| J P Morgan Chase & Co | 3.2 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 0.0 |
| (b) Individuals (high net worth individuals) | 976 | 4.1 |
| (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 | 5 | 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 | 62 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 4,627 | 4.8 |
| By Discretionary | ||
| Discretionary | 3,755 | 3.8 |
| Non-Discretionary | 872 | 1.0 |
| Total | 4,627 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 4,627 | 4.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001661245] |
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|---|---|---|
|
Kennedy Capital Management LLC
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MO | 4.9 |
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Ocean Park Asset Management LLC
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CA | 4.9 |
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Applied Finance Capital Management LLC
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PR | 4.9 |
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TFO Wealth Partners LLC
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OH | 4.9 |
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Davidson Investment Advisors Inc
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MT | 4.8 |
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Moran Wealth Management LLC
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FL | 4.7 |
|
Dunham & Associates Investment Counsel Inc
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CA | 4.7 |
|
Foyston Gordon & Payne Inc
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4.7 | |
|
Clear Investment Research LLC
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|
GA | 4.7 |
|
Graypoint LLC
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|
NY | 4.6 |