DFX Intelligence
Data Factory
Reading the graph
Reading the graph
MOSS ADAMS WEALTH ADVISORS LLC, CRD 108917
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JASON ROBERT ROMANO | Certified Financial Planner | LOS ANGELES, CA | 23 | 32 | n/a | no |
| ANNELIESE MAE JOHNSON | n/a | LOS ANGELES, CA | 23 | 28 | n/a | no |
| JENNIFER ROSE FURNESS | n/a | SEATTLE, WA | 22 | 29 | n/a | no |
| AARON BLAKE MCFARLAND | Certified Financial Planner | SEATTLE, WA | 20 | 21 | n/a | no |
| RYAN LYNN FRANKLIN | Certified Financial Planner | YAKIMA, WA | 19 | 28 | n/a | no |
| JUSTIN ALEXANDER FISHER | n/a | BELLEVUE, WA | TACOMA, WA | 18 | 18 | n/a | no |
| BENJAMIN STEVEN SHIVELY | n/a | Campbell, CA | BELLEVUE, WA | 15 | 16 | n/a | no |
| RICHARD ALEXANDER FRIEDLAND | Certified Financial Planner | LOS ANGELES, CA | 12 | 17 | 2 | no |
| CHRISTOPHER JOHN WAETZIG | n/a | portland, OR | BELLEVUE, WA | 12 | 12 | n/a | no |
| COLTEN CHRIS CHRISTIANSON | n/a | Santa Rosa, CA | BELLEVUE, WA | 11 | 13 | n/a | no |
| JOSEPH THOMAS GHIDOSSI | Certified Financial Planner | BELLEVUE, WA | San Francisco, CA | 7 | 16 | 1 | no |
| JOHN THOMAS DAVIS | Certified Financial Planner | BELLEVUE, WA | RANCHO CORDOVA, CA | 7 | 26 | 6 | no |
| Scott Comfort | Certified Financial Planner | BELLEVUE, WA | 3 | 10 | n/a | no |
| DOMINIC AMATO CELLITTI | Certified Financial Planner | BELLEVUE, WA | 3 | 12 | 1 | no |
| Brandon Charles Zilles | Certified Financial Planner | BELLEVUE, WA | 2 | 11 | 1 | no |
| KELSEN WILLIAM EDWINS | Certified Financial Planner | BELLEVUE, WA | 2 | 17 | 4 | no |
| Molly Markward | Certified Financial Planner | BELLEVUE, WA | San Francisco, CA | 1 | 12 | n/a | no |
| Kelly Michelle Gwynn | Certified Financial Planner | BELLEVUE, WA | San Francisco, CA | 1 | 11 | n/a | no |
| Michael G. Anderson | n/a | BELLEVUE, WA | Santa Rosa, CA | 0 | 17 | 1 | no |
| Jacob M Demharter | n/a | BELLEVUE, WA | portland, OR | 0 | 11 | 2 | no |
| Christopher Lee-Haas Sittner | Certified Financial Planner | BELLEVUE, WA | Portland, OR | 0 | 12 | 2 | no |
| MICHELLE RENEE WALKER | Chartered Financial Analyst | BELLEVUE, WA | 0 | 28 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EVANS, KENNETH, DANIEL | CHIEF OPERATING OFFICER | Na | yes | 01/2012 | May 28, 2026 | May 28, 2026 |
| FISHER, JUSTIN, ALEXANDER | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2024 | May 28, 2026 | May 28, 2026 |
| FURNESS, JENNIFER, ROSE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2004 | May 28, 2026 | May 28, 2026 |
| THREADLINE BIDCO, LLC | 100% OWNERSHIP OF MOSS ADAMS WEALTH ADVISORS LLC D/B/A THREADLINE WEALTH | E | yes | 05/2026 | May 28, 2026 | May 28, 2026 |
| MOSS ADAMS FINANCIAL SERVICES LLC | 100% OWNERSHIP OF MOSS ADAMS WEALTH ADVISORS LLC | E | yes | 08/2000 | Mar 30, 2012 | Mar 29, 2024 |
| WAETZIG, CHRISTOPHER, JOHN | HEAD OF WEALTH ADVISORY | Na | yes | 01/2024 | Feb 29, 2024 | Mar 29, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| WOODLAND HILLS | CA | United States | 5 | no |
| Campbell | CA | United States | 3 | no |
| SANTA ROSA | CA | United States | 3 | no |
| Portland | Or | United States | 3 | no |
| Tacoma | Wa | United States | 2 | no |
| RANCHO CORDOVA | CA | United States | 1 | no |
| Dallas | TX | United States | 1 | no |
| Everett | Wa | United States | 1 | no |
| Spokane | Wa | United States | 1 | no |
| Yakima | Wa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $5.8B | $4.4B | 56 | 27 | 10 | n/a | n/a |
| 2024 | Mar 31, 2025 | $4.8B | $3.8B | 60 | 36 | 11 | n/a | n/a |
| 2023 | Mar 29, 2024 | $3.9B | $2.9B | 68 | 45 | 11 | n/a | n/a |
| 2022 | Mar 31, 2023 | $3.3B | $2.8B | 67 | 45 | 13 | n/a | n/a |
| 2021 | Mar 31, 2022 | $3.6B | $2.8B | 62 | 40 | 13 | n/a | n/a |
| 2020 | Mar 30, 2021 | $2.8B | $2.2B | 55 | 36 | 11 | n/a | n/a |
| 2019 | Apr 9, 2020 | $2.8B | $2.8B | 50 | 28 | 10 | n/a | n/a |
| 2018 | Mar 31, 2019 | $2.4B | $2.4B | 55 | 36 | 10 | n/a | n/a |
| 2017 | Mar 30, 2018 | $2.4B | $2.0B | 50 | 28 | 9 | n/a | n/a |
| 2016 | Mar 31, 2017 | $2.1B | $1.8B | 46 | 26 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $2.0B | $239M | 46 | 26 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $1.9B | $1.8B | 42 | 23 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $1.6B | $1.4B | 41 | 22 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $1.3B | $1.2B | 36 | 18 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $1.2B | $1.1B | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 0 | 0 | 0 | 3 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.8B | $4.8B | 21.4% | $3.3B | 20.1% | 59 | 60 | 2 | 11 |