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Michael G. Anderson

Moss Adams Wealth Advisors LLC

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About Michael G. Anderson

Michael G. Anderson is an Investment Advisor Representative at Moss Adams Wealth Advisors LLC. Michael is registered with the state of California and has been in the industry since October 2018. Michael has a Series 65 license and has been with Moss Adams Wealth Advisors LLC since January 2020. The firm manages assets for individuals, high net worth individuals, corporations, charitable organizations, and insurance companies. Michael is also a licensed Investment Advisor Representative for the state of Washington. The firm specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Michael Anderson 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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Michael Anderson’s Registration & Firm History

CA

01/01/2025 - Present

Moss Adams Wealth Advisors LLC (Santa Rosa CA)

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Licenses & Designations

IA

Issued 06/26/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael G. Anderson.
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