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THREADLINE WEALTH
Legal name: MOSS ADAMS WEALTH ADVISORS LLC
CRD 108917File 801-58074
APPROVED
Retail clients
Custody
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.77B
Top 25% of cohort (national)
Discretionary AUM
$4.41B
Non-discretionary $1.36B
Clients
1,246
4,790 accounts
Employees
59
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 26, 2000
- Principal office
- 10900 NE 8TH ST, STE 305, BELLEVUE, WA, 98004
- Phone
- 425-650-9500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.77B
- Discretionary AUM
- $4.41B
- Non-discretionary AUM
- $1.36B
- Discretionary accounts
- 3,867
- Non-discretionary accounts
- 923
- Total accounts
- 4,790
- AUM per client
- $4.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 66 | $497.6M |
| Insurance companies | 5 | $6.5M |
| Charitable organizations | 6 | $20.7M |
| High net worth individuals | 1,002 | $5.15B |
| Pension and profit sharing plans | Fewer than 5 | $71.8M |
| Individuals (other than high net worth individuals) | 167 | $21.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.