Financial ADVSR advisor directory · SEC adviser records
Threadline Wealth financial advisors
Every SEC-registered investment adviser representative at Threadline Wealth, by the state and city of the office they work from.
20 registered advisors work at Threadline Wealth, in 2 states and 6 cities; the most are in Bellevue, WA (12). 11 list the CFP designation and 0 are also registered broker representatives.
Search every Threadline Wealth advisor by name →Who joined and left Threadline Wealth →Threadline Wealth: assets, clients and custodians →
Cities with the most Threadline Wealth advisors
Bellevue, WA 12Los Angeles, CA 3Seattle, WA 2San Francisco, CA 1Tacoma, WA 1Yakima, WA 1
Threadline Wealth advisors by state
Questions
How many financial advisors does Threadline Wealth have?
20 investment adviser representatives are registered with Threadline Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 6 cities. 11 list the CFP designation and 0 are also registered as broker representatives.
Where does Threadline Wealth have the most advisors?
Bellevue, WA, with 12 registered advisors, then Los Angeles, CA (3). By state, Washington has the most, with 16.
How do I find a Threadline Wealth financial advisor near me?
Pick your state below, then your city, to see every Threadline Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Threadline Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →