Threadline Wealth

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 28, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$5,773,272,462 as of October 2026, filing dated May 28, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)

Legal name

Moss Adams Wealth Advisors LLC

Also doing business as

THREADLINE WEALTH

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2000 (25 years)

Employees

Total: 59. Performing investment advisory functions: 30.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

2 other offices, as of the June 2026 filing

Malibu, CAPortland, OR

States registered or notice-filed

20 states or jurisdictions

AKAZCACOFLHIIDILMAMIMTNMNVNYORTNTXUTWAWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,780,691,791 in the October 2021 data and $5,773,272,462 in the October 2026 data, up 108%.

Total employees: 55 in October 2021 and 59 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. June 2026
   • No longer lists the business name Moss Adams (branded Under One Firm, NOT DBA Contractually).
   • Added the business name Threadline Wealth.
   • Employees performing advisory functions went from 27 to 30.
   • Changed its office addresses in Portland, OR.
   • Added an office in Malibu, CA.
   • No longer lists an office in Campbell, CA.
   • No longer lists an office in Everett, WA.
   • No longer lists an office in Rancho Cordova, CA.
   • No longer lists an office in San Francisco, CA.
   • No longer lists an office in Santa Rosa, CA.
   • No longer lists an office in Spokane, WA.
   • No longer lists an office in Tacoma, WA.
   • No longer lists an office in Woodland Hills, CA.
   • No longer lists an office in Yakima, WA.
   • Updated its list of owners and control persons (Schedule A).
2. April 2026
   • Employees performing advisory functions went from 36 to 27.
   • Regulatory assets under management went from $4,753,819,117 to $5,773,272,462 (+21%).
   • Changed its office addresses in San Francisco, CA.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.