Overview
Assets Under Management: $229 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 92
Average Client Assets: $3 million
Frequently Asked Questions
MOSER WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117399), MOSER WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
MOSER WEALTH ADVISORS, LLC is headquartered in BELLEVUE, WA.
MOSER WEALTH ADVISORS, LLC serves 92 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, MOSER WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MOSER WEALTH ADVISORS, LLC manages $229 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, MOSER WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.30
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 495
Discretionary Accounts: 495
Regulatory Filings
CRD Number: 117399
Last Filing Date: 2024-03-26 00:00:00
Website: https://centurycapitalllc.com