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Beacon Pointe Advisors - Bellevue

EST. AUM
$500,000,000

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2

CLIENT ACCOUNTS

Firm Details

Metro area Seattle
CRD Number
Website beaconpointe.com
Client types

Overview

In September 2025, Moser Wealth Advisors joined Beacon Pointe Advisors. Moser Wealth Advisors is a Bellevue, Washington–based wealth management firm providing tax and investment advisory services to businesses and individuals. Operating through affiliated firms — Moser & Company, CPAs and Moser Wealth Advisors, LLC — the firm’s mission is to simplify, protect, and enhance clients’ financial affairs. By integrating tax expertise with wealth management, Moser Wealth Advisors delivers customized solutions for growth, risk management, retirement, and estate planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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