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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, LLC | DE | MANAGING MEMBER | NA | Control |
| MOSER & COMPANY, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER WEALTH ADVISORS, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER WEALTH ADVISORS, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER WEALTH ADVISORS, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER WEALTH ADVISORS, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER WEALTH ADVISORS, PLLC | DE | MANAGING MEMBER | NA | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MOSER, MATTHEW, SCOTT | I | PRESIDENT | E | Control |
| MOSER, MATTHEW, SCOTT | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
WA
Address
2135 112TH AVENUE NESUITE 100
BELLEVUE, WA 98004
United States
Phone: 425-451-1850