RIA Intel›Advisers›Washington›MOSS ADAMS WEALTH ADVISORS LLC

MOSS ADAMS WEALTH ADVISORS LLC

Advisory

N·BELLEVUE, WA

Data as of May 28, 2026 · Source: SEC Form ADV

Total AUM

$5.8B

1-Year AUM Growth

+17.4%

3-Year CAGR

+12.1%

Employees

30

Assets Under Management

Total AUM$5.8B

Discretionary AUM$4.4B

Non-Discretionary AUM$1.4B

Discretionary %76.5%

Total Clients1,203

Team

Total Employees30

Investment Advisers59

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record41

First FilingMar 23, 2001

Latest FilingMay 28, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MOSS ADAMS WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.