Threadline Wealth
33yrs
Top advisor by experience at Threadline Wealth
Threadline Wealth
Bellevue, WA. Legal name: Moss Adams Wealth Advisors LLC
About the firm
A registered investment advisory firm based in Bellevue, Washington, with about 2 offices. It manages about $5.77 billion for roughly 1,169 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$4.42 million
Assets under management ?$5.77 billion
Individual clients1,169
Median years of experience16
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Threadline Wealth
22Advisors
16Median years of experience
2States with offices
2Offices
Also known as
DBA Financial Security Group · Moss Adams Wealth Advisors LLC · Financial Security Group, L.l.c.
About Threadline Wealth
How do I contact Threadline Wealth?
Call the main office at 425-650-9500. The main office is at 10900 NE 8th St, Suite 305, Bellevue, WA 98004.
How is Threadline Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Threadline Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Threadline Wealth?
We list 22 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.