MOSER WEALTH ADVISORS, LLC
Legal name: MOSER WEALTH ADVISORS
CRD #117399 SEC #801-114927 BELLEVUE, WA 425-451-1850
SEC Registered
Total AUM
$279M
Discretionary
$279M
Employees
3
Clients
51
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $279M | $279M | $0 | 3 | 0 |
| Mar 2024 | $229.1M | $229.1M | $0 | 3 | 0 |
| Mar 2023 | $188.2M | $188.2M | $0 | 3 | 0 |
| Jun 2022 | $228.5M | $228.5M | $0 | 3 | 0 |
| Jun 2022 | $228.5M | $228.5M | $0 | 3 | 0 |
| Mar 2022 | $228.5M | $228.5M | $0 | 3 | 0 |
| Mar 2021 | $182M | $182M | $0 | 3 | 0 |
| Jun 2020 | $151.3M | $151.3M | $0 | 3 | 0 |
| Apr 2020 | $151.3M | $151.3M | $0 | 3 | 0 |
| Mar 2020 | $151.3M | $151.3M | $0 | 3 | 0 |
| Mar 2019 | $115.1M | $115.1M | $0 | 3 | 0 |
| Jan 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| Jan 2012 | $41.5M | $41.5M | $0 | 1 | 26 |
| May 2011 | $33.5M | $33.5M | $0 | 5 | -- |
| Mar 2011 | $33.5M | $33.5M | $0 | 5 | -- |
| Jun 2010 | $32.3M | $32.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$279M
Discretionary$279M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$229.1M
Discretionary$229.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$228.5M
Discretionary$228.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$228.5M
Discretionary$228.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$228.5M
Discretionary$228.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$182M
Discretionary$182M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$115.1M
Discretionary$115.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees5
Clients--