Moser Wealth Advisors

Transaction overview

Reported joined

Exact closing date not established.

Beacon Pointe identified Moser Wealth Advisors among its recent acquisitions and reported that the firm officially joined on September 1, 2025. The release does not separately identify an exact closing day.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.