Anneliese
Johnson
Moss Adams Wealth Advisors LLC
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About this Advisor
Anneliese Johnson is a financial advisor operating in Los Angeles, California who has 21 years of industry experience. Johnson currently works for Moss Adams Wealth Advisors LLC. Their career trajectory has included roles at Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Johnson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Moss Adams Wealth Advisors LLC is a company operating out of Seattle, WA. The company has offices in 13 locations and a total of 67 advisors. It controls $3 billion in total assets across its 4,118 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 4,118 accounts, 85% belong to high-net-worth investors who have greater than $1 million in investable assets. Moss Adams Wealth Advisors LLC performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Moss Adams Wealth Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moss Adams Wealth Advisors LLC Brokerage Details
$3,333,840,032
67
4,118
$809,577
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Anneliese Johnson Work History
Anneliese has been registered as a financial advisor for 21 years.*
Moss Adams Securities & Insurance LLC
Moss Adams Wealth Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anneliese Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moss Adams Wealth Advisors LLC
Seattle, WA
Campbell, CA
Seattle, WA
Portland, OR
Los Angeles, CA
Rancho Cordova, CA
Seattle, WA
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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