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THREADLINE WEALTH
MOSS ADAMS WEALTH ADVISORS LLC
CRD 108917 · SEC 801-58074
10900 NE 8TH ST, STE 305, BELLEVUE, WA, 98004, United States
Phone
425-650-9500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.77B
Discretionary AUM
$4.41B
Team
59 total employees; 30 advisory reps; 41 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $21.8M |
| High net worth individuals | 1002 | $5.15B |
| Charitable organizations | 6 | $20.7M |
| Insurance companies | 5 | $6.5M |
| Corporations/business entities | 66 | $497.6M |
States served
AK, AZ, CA, CO, ID, IL, MA, MI, MT, NV, NM, NY, OR, TN, UT, WY, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD