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Christopher John Waetzig

Moss Adams Wealth Advisors LLC

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About Christopher John Waetzig

Christopher Waetzig is an Investment Advisor Representative with Moss Adams Wealth Advisors LLC, registered with the state of Washington. Christopher is based in Seattle and has been working in the financial industry since November 2013. Christopher specializes in portfolio management for individuals, businesses, and high-net-worth individuals. Christopher has a Series 65 license, obtained in July 2014.

Firm Information

Christopher Waetzig is currently registered with Moss Adams Wealth Advisors LLC. Moss Adams Wealth Advisors LLC is a Seattle, Washington-based investment advisor with approximately $3.91 billion in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and institutions. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and tribal government enterprises.
Moss Adams Wealth Advisors LLC

999 THIRD AVE STE 2800

SEATTLE, WA 98104

$3.91B

Assets Under Management

28

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Waetzig’s Registration & Firm History

WA

07/02/2014 - Present

Moss Adams Wealth Advisors LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 07/02/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher John Waetzig.
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