THREADLINE WEALTH

RIASEC RegisteredEst. 2000

Total AUM

$5.8B

Discretionary

$4.4B

76% of AUM

Avg account

$1.2M

Accounts

4,790

Employees

Advisory reps

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 108917
Registered since: October 26, 2000
Website: mossadams.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.13%
Corporations / Businesses8.62%
Pension & Profit Sharing Plans1.24%
Individuals0.38%
Charitable Organizations0.36%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Threadline Wealth is an independent registered investment adviser organized as an LLC and SEC-registered since 2000. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Threadline uses a mix of fee arrangements — percentage of AUM, hourly, and fixed-fee engagements — and identifies itself as an active ESG investor. The firm maintains a range of industry affiliations, including relationships with a broker‑dealer, other investment advisers, a registered municipal advisor, accounting and insurance entities, and participation as sponsor or general partner/manager of pooled investment vehicles.