← Tributary

MOSER WEALTH ADVISORS

BELLEVUE, WA · CRD 117399 · IAPD ↗ · 425-451-1850

$279.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — MOSER WEALTH ADVISORS (BELLEVUE, WA) left the SEC roster (was $279.0M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.