SourcingSourcing

MOSS ADAMS WEALTH ADVISORS LLC

C25
CRD 108917·SEC 801-58074·SEATTLE, WA
AUM
$5.77B
$1B+
Est. Revenue
$57.7M
@ 1% on AUM
Est. EBITDA
$17.3M
@ 30% margin
Est. Deal Value
$138.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MOSS ADAMS WEALTH ADVISORS LLC
CRD
108917
SEC file #
801-58074
EIN
911870849
DBA names
—

Economics

AUM
$5.77B
AUM band
$1B+
AUM trajectory
'20'26
$2.41B → $5.77B▲ +139%
Client mix
Individuals High Net Worth1,002
Individuals Other167
Corporations66
Charitable Organizations6
Insurance Companies5

Operations

Employees (total)
56
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
36 advisors → 27 advisors▼ -25%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/moss-adams-llp/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MOSS ADAMS FINANCIAL SERVICES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
MOSS ADAMS FINANCIAL SERVICES
EVANS, KENNETH, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mossadams.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
87,952
Form 5500 Compensation Trajectory 3y
202587,952
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
87,952
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001661245
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-12-20
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001661245-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
22
Bc Firm IAR Count
22
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
999 THIRD AVE STE 2800SEATTLE, WA 98104
Business
999 THIRD AVE STE 2800SEATTLE, WA 98104
Edgar EIN
911870849
Edgar Recent Filings
13F-HR2026-04-23 · 0001661245-26-000002
13F-HR2026-01-26 · 0001661245-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (23)

23
FISHER, JUSTIN, ALEXANDER
IAR · Executive Officer · 2.5%
5481452
WAETZIG, CHRISTOPHER, JOHN
IAR · Executive Officer · 2.5%
6282199
FURNESS, JENNIFER, ROSE
IAR · Executive Officer · 2.5%
2657358
KENNETH DANIEL EVANS
Executive Officer · 2.5%
5615873
AARON BLAKE MCFARLAND
IAR
5043231
RYAN LYNN FRANKLIN
IAR
5283929
ANNELIESE MAE JOHNSON
IAR
2921426
Molly Markward
IAR
7970612
Kelly Michelle Gwynn
IAR
8034175
Scott Comfort
IAR
7611181
KELSEN WILLIAM EDWINS
IAR
5433517
COLTEN CHRIS CHRISTIANSON
IAR
6180580
DOMINIC AMATO CELLITTI
IAR
6265425
Michael G. Anderson
IAR
7083960
BENJAMIN STEVEN SHIVELY
IAR
5804341
Jacob M Demharter
IAR
7884203
JASON ROBERT ROMANO
IAR
2448726
MICHELLE RENEE WALKER
IAR
2330721
JOHN THOMAS DAVIS
IAR
4235662
Brandon Charles Zilles
IAR
6749486
RICHARD ALEXANDER FRIEDLAND
IAR
5651010
JOSEPH THOMAS GHIDOSSI
IAR
5541996
Christopher Lee-Haas Sittner
IAR
7332022