MOSS ADAMS WEALTH ADVISORS LLC
Doing business as THREADLINE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$5,773,272,462
Discretionary
$4,414,173,173
Non-discretionary
$1,359,099,289
Firm details
- CRD number
- 108917
- SEC file number
- 801-58074
- Main office
- BELLEVUE, WA, United States
- Employees
- 59
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.