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Firm profile

Threadline Wealth

BELLEVUE, WACRD 108917Latest ADV May 28, 2026

Moss Adams Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated March 31, 2026, reports $5.8B in regulatory assets under management, 56 employees, 10 offices, and 4,790 accounts.

Assets Under Management
$5.8B
Employees
59
Offices
2 offices
Total Clients
1,246
Primary office
BELLEVUE, WA
10900 NE 8TH ST, STE 305, BELLEVUE, WA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJustin A. Fisher
CCOJennifer R. Furness
COOKenneth D. Evans

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 80.4% of total clients.
Top client categories% of clientsClients
1
HNWI
80.4%
1,002
2
Individuals
13.4%
167
3
Corporations
5.3%
66
4
Charitable
0.5%
6
5
Insurance Cos.
0.4%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
TRIBAL GOVERNMENT ENTERPRISES<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.8Bas of May 28, 2026
Discretionary76.5%
$4.4B
76% of total RAUM76.5%
Non-discretionary23.5%
$1.4B
24% of total RAUM23.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.8B
Total Accounts4,790
10Y AUM Change+$3.6B (+169.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees59
Clients per Employee21:1
10Y Employee Change+13 (+28.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.