We operate under a significant body of regulation that is constantly in flux.  We have found that our philosophy of always placing our client's interests first goes a long way to meet our regulatory demands!  While this client first philosophy is a legal obligation of all CPAs and certain Investment Advisors, the fact that National Association of Personal Financial Advisors (NAPFA) only has several thousand members demonstrates that our high ethical standards remain exceptional.

Moser Wealth Advisors, LLC is a SEC Registered Investment Advisor firm.  Moser & Company, LLC, a Washington State Certified Public Accounting firm, and Moser Wealth Advisors, LLC provide tax planning and investment advisory services.  We comply with the following regulatory bodies:

  • Washington State Board of Accountancy
  • U.S. Treasury & Internal Revenue Service
  • Washington State Department of Revenue
  • Washington State Department of Financial Institutions
  • U.S. Securities & Exchange Commission

Our firm's voluntary membership in the following organizations demonstrates our commitment to ethics and transparency:

  • American Institute of Certified Public Accountants
  • Washington Society of Certified Public Accountants
  • National Association of Personal Financial Advisors

Document Download

MWA Client Relationship Summary (CRS) PDF

MWA Form ADV Part 2A & 2B and CRS PDF

MWA Privacy Policy PDF

Moser Wealth Advisors
2135 112th Avenue NE Suite 100
Bellevue, WA, 98004

Tel:  (425) 818-9400
Fax: (425) 818-9440

Email: Meg@MoserCPAs.com