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Building 2MOSER WEALTH ADVISORS

Map pinBELLEVUE, WA
Phone425-451-1850
NotebookSEC #801-114927
Total AUM
$279M
Employees
3
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2135 112TH AVENUE NE
SUITE 100
BELLEVUE
WA 98004
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
425-451-1850

ReceiptFinancials

Total AUM
$279M
Accounts
520
Discretionary
$279M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.7M
HNW Individual Clients
92
AUM
$265.9M
Pension/Profit Sharing Plan Clients
1
AUM
$7.6M
Corporation or Business Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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