Moss Adams Wealth Advisors LLC, a provider of investment management and personal financial planning strategies, surpassed the $2 billion mark for assets under management.
The milestone represents a 400 percent increase over 15 years, according to the firm.
“We are very humbled by the trust our clients have placed in us and our approach to investing,” said Rebecca Pomering, CEO of Moss Adams Wealth Advisors. “This growth has allowed us to build a strong foundation, enabling us to better serve our clients as their complex needs evolve.”
