Moss Adams Wealth Advisors LLC
RIA/Wealth
Moss Adams Wealth Advisors LLC is a RIA/Wealth based in Logan, UT led by Kenneth Daniel Evans, reporting $4.8B in AUM as of Q3 2025 with 82% ETF concentration, 73% concentrated in top 10 holdings, and 27% allocation to VTI.
COOKenneth Daniel Evans
- Portfolio Value
- $1.3B
- Positions
- 254
- Top Holding
- VTI at 26.93%
- Last Reported
- Q3 2025
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Analytics
Portfolio insights and performance metrics for Moss Adams Wealth Advisors LLC
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