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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 Oct 1, 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
- Website
- http://threadlinewealth.com
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 | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 56 | 59 | increased by3 |
| Apr 1, 2026 | Employees | 60 | 56 | decreased by4 |
| Apr 1, 2026 | Clients | 1,203 | 1,246 | increased by43 |
| Apr 1, 2026 | AUM | $4,753,819,117 | $5,773,272,462 | increased by$1,019,453,345 |
| Apr 1, 2026 | Accounts | 4,627 | 4,790 | increased by163 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 62 | 60 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,194 | 1,203 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,561,560,865 | $4,753,819,117 | increased by$1,192,258,252 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,859 | 4,627 | increased by768 |
| Apr 1, 2022 | Employees | 55 | 62 | increased by7 |
| Apr 1, 2022 | Clients | 1,107 | 1,194 | increased by87 |
| Apr 1, 2022 | AUM | $2,780,691,791 | $3,561,560,865 | increased by$780,869,074 |
| Apr 1, 2022 | Accounts | 3,444 | 3,859 | increased by415 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THREADLINE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THREADLINE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.