# Threadline Wealth

> Threadline Wealth is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 108917
- Filed as: THREADLINE WEALTH
- Legal name: Moss Adams Wealth Advisors LLC
- Also doing business as: THREADLINE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108917
- AdvisorCensus page: https://advisorcensus.com/firm/threadline-wealth-bellevue-wa-108917

## Quick answers

**How is Threadline Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Threadline Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Threadline Wealth located?**
Threadline Wealth's principal office is in Bellevue, WA, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Threadline Wealth registered with the SEC or a state?**
Threadline Wealth is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108917.

**How much does Threadline Wealth manage?**
Threadline Wealth reports $5,773,272,462 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (76% discretionary).

**How have Threadline Wealth's assets and staff changed since 2021?**
In the Form ADV data for Threadline Wealth: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Threadline Wealth serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,002); individuals (other than high net worth individuals) (167); corporations or other businesses not listed above (66).

**Which custodians does Threadline Wealth use?**
Threadline Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Threadline Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108917

**What changed in Threadline Wealth's recent Form ADV filings?**
In the June 2026 filing data: 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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $5,773,272,462
- Discretionary: $4,414,173,173
- Non-discretionary: $1,359,099,289

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 167 | $21,819,602 |
| High net worth individuals | 1,002 | $5,145,812,624 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $71,802,909 |
| Charitable organizations | 6 | $20,708,380 |
| Insurance companies | 5 | $6,489,920 |
| Corporations or other businesses not listed above | 66 | $497,630,188 |
| Other | Fewer than 5 | $9,008,839 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2000 (25 years)
- Employees: 59 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, HI, ID, IL, MA, MI, MT, NM, NV, NY, OR, TN, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Malibu, CA
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- threadlinewealth.com
- threadlinewealth.portal.tamaracinc.com/Login.aspx
- Instagram @threadlinewealth
- LinkedIn @threadline-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,780,691,791 | 55 | March 30, 2021 |
| October 2022 | $3,561,560,865 | 62 | March 31, 2022 |
| October 2023 | $3,333,840,032 | 67 | March 31, 2023 |
| October 2024 | $3,914,488,888 | 68 | March 29, 2024 |
| October 2025 | $4,753,819,117 | 60 | July 10, 2025 |
| October 2026 | $5,773,272,462 | 59 | May 28, 2026 |

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.

## Changes in the filing (last 12 months)

### 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).

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Threadline Wealth (CRD 108917): Form ADV filing data as of October 2026.