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THREADLINE WEALTH

BELLEVUE, WA · CRD 108917 · IAPD ↗ · 425-650-9500

$5.77BRegulatory AUM
30Advisory reps
59Employees
41Clients
More than 500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — THREADLINE WEALTH moved its main office from SEATTLE, WA to BELLEVUE, WA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
June 2026 — MOSS ADAMS WEALTH ADVISORS LLC is now doing business as THREADLINE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — MOSS ADAMS WEALTH ADVISORS LLC shrank from 36 to 27 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
49
April 2025 — MOSS ADAMS WEALTH ADVISORS LLC notice-filed in MA, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — MOSS ADAMS WEALTH ADVISORS LLC shrank from 45 to 36 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.