Wealth manager, independent · Bellevue, WA
Threadline Wealth
Moss Adams Wealth Advisors LLC · SEC-registered investment adviser · CRD 108917 · SEC 801-58074
At a glance
Threadline Wealth is an SEC-registered investment adviser based in Bellevue, Washington, with $5.8B in regulatory assets under management as of its Form ADV filed May 28, 2026. It reports 1,169 individual clients, 1,002 of them high-net-worth, holding an average of about $4.4 million each, and 59 employees. That ranks it 181st among the nation’s 5,657 independent wealth management RIAs and 7th of 158 in Washington. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 425-650-9500threadlinewealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $5.8B
- Rank among independent wealth managers
- #181 of 5,657
- Rank among all SEC RIAs
- #1,914 of 17,210
- Rank in Washington
- #7 of 158
- Individual clients
- 1,169
- High-net-worth clients
- 1,002
- Accounts
- 4,790
- Discretionary
- 76% of AUM
- Employees
- 59
- Advisory staff
- 30
- Offices
- 3
Owners and executives on its Form ADV
- Jennifer R. FurnessChief Compliance Officer
- Kenneth D. EvansChief Operating Officer
- Justin A. FisherChief Executive Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Threadline Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,002 | $5.1B | 89% |
| Corporations or other businesses | 66 | $498M | 9% |
| Pension and profit sharing plans | – | $72M | 1% |
| Individuals | 167 | $22M | <1% |
| Charitable organizations | 6 | $21M | <1% |
| Other | – | $9M | <1% |
| Insurance companies | 5 | $6M | <1% |
Disciplinary disclosures
Threadline Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗threadlinewealth.com ↗
AtlasMembers
The full record on Threadline Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 721 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| LNWSeattle | $12B | 1,079 |
| Badgley Phelps Wealth ManagersSeattle | $7.3B | 1,282 |
| Evergreen Capital Management LLCBellevue | $7.2B | 1,121 |
| Northwest Asset ManagementMercer Island | $4.1B | 2,758 |
| Parcion Private Wealth LLCBellevue | $3.0B | 165 |
| Garde Capital, Inc.Seattle | $2.7B | 462 |
Background
Questions
How much does Threadline Wealth manage?
Threadline Wealth reports $5.8B in regulatory assets under management across 4,790 accounts, 76% of it on a discretionary basis, on its Form ADV filed May 28, 2026.
How many clients does Threadline Wealth have?
It reports 1,169 individual clients: 1,002 high-net-worth individuals and 167 other individuals. Individuals account for about 90% of its regulatory assets.
Where is Threadline Wealth headquartered?
Its main office is in Bellevue, Washington. It reports 3 offices in total and 59 employees, 30 of whom perform investment advisory functions.
How does Threadline Wealth charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Threadline Wealth use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed May 28, 2026, it reports these amounts held: Charles Schwab ($5.6B); Fidelity ($149M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Threadline Wealth a hybrid RIA with a broker-dealer?
Threadline Wealth reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Threadline Wealth a fiduciary?
As an SEC-registered investment adviser, Threadline Wealth owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Threadline Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-28), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →