Moser Wealth Advisors, LLC (Bellevue)

Name: Moser Wealth Advisors, LLC
Address: 2135 112 Th Avenue Ne, Bellevue, WA, 98004
Telephone: 425-451-1850

Moser Wealth Advisors, LLC is a large advisory firm based in Bellevue. It manages $115.14 million of regulatory assets for 352 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Washington.

Moser Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Moser Wealth Advisors: assets under management

The assets under management (AUM) of Moser Wealth Advisors, LLC is $115.14 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $115.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $327.11 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 3% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moser Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Moser Wealth Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Moser Wealth Advisors is high net worth individuals with 69 clients and $108.07 million of assets under management. Among the 8 most similar advisory firms, Moser Wealth Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $109.15 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Moser Wealth Advisors doesn't advise any private funds.

Careers at Moser Wealth Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Based in Bellevue

The principal office where Moser Wealth Advisors, LLC performs its advisory services is located at 2135 112 Th Avenue Ne, Bellevue, WA 98004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-451-1850 or by fax 425-818-9440. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at centurycapitalllc.com.