Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC, based in Seattle, WA, is a registered investment adviser and wholly owned subsidiary of Moss Adams LLP. Established in 2000, the firm delivers wealth management and investment advisory services to individuals, families, business owners, and institutional clients across the US. Following the June 2025 acquisition of Moss Adams LLP by Baker Tilly Advisory Group, Moss Adams Wealth Advisors now operates within a broader, private equity-backed network. The firm leverages Moss Adams’ legacy of professional expertise, with a parent company founded in 1913 and over 4,400 professionals across more than 100 locations, including dedicated offices for wealth management throughout California, Washington, and Oregon. Clients range from high-net-worth individuals to corporate and institutional investors, supported by robust resources and an integrated service approach.
Investment Strategy
Moss Adams Wealth Advisors LLC provides comprehensive investment advisory and wealth management services with a focus on personalized financial planning, portfolio management, and holistic solutions tailored to each client’s goals and risk profile. Their strategy emphasizes disciplined, long-term investment management, asset allocation, and diversification, supported by rigorous research and ongoing monitoring. They employ a client-centric approach that integrates tax-efficient strategies, retirement planning, estate planning, and business succession planning, working collaboratively to optimize outcomes. The firm leverages the expertise of its parent network for enhanced investment offerings and specialized advice in complex financial matters.
Top Holdings
Equity Positions (254)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 26.93% | $345.5M | 1,050,323 | $264.86 | $328.17 | +$80.7M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 8.89% | $114.0M | 2,397,225 | $47.82 | $47.55 | +$18.3M |
I IJR | ISHARES TR | 7.89% | $101.3M | 852,159 | $101.72 | $118.83 | +$18.1M |
X XLU | SELECT SECTOR SPDR TR | 5.38% | $68.9M | 790,510 | $81.12 | $87.21 | +$9.5M |
X XLRE | SELECT SECTOR SPDR TR | 4.84% | $62.1M | 1,473,194 | $41.87 | $42.13 | +$7.7M |