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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Moss Adams Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Moss Adams Wealth Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 23% state and local bonds, 10% exchange-traded equities, 7% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Moss Adams Wealth Advisors?","answer":"Moss Adams Wealth Advisors’ direct owners are Threadline Bidco, LLC (75% or more) and Threadline Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Moss Adams Wealth Advisors get paid?","answer":"Moss Adams Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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