A complete list of active advisors currently associated with Threadline Wealth

Warmer can help you find a great advisor at Threadline Wealth or one who fits your needs even better.

Threadline Wealth (Moss Adams Wealth Advisors LLC d/b/a Threadline Wealth) provides wealth management, financial planning, investment consulting, and portfolio management to individuals, families, business owners, trusts, foundations, retirement plans, corporations, tribal government enterprises, and other institutional clients. Services include discretionary portfolio management, standalone or ongoing financial planning, investment consulting, HSA advisory, and access to private and alternative investments for eligible clients. The firm typically manages client portfolios on a discretionary, fee‑based basis and constructs diversified, long‑term allocations using a core‑and‑satellite framework, third‑party managers and separately managed accounts, and tax‑aware/direct indexing programs where appropriate. Threadline’s investment process combines quantitative and qualitative due diligence with customized strategies such as options‑based hedging, margin utilization, interval funds, and private fund selections for clients who meet eligibility and risk criteria. Threadline discloses affiliated relationships that include a municipal advisory affiliation, an arrangement that is uncommon among multi‑team advisers, and it maintains insurance consulting and policy‑management relationships (including ongoing servicing fees from a third‑party policy manager) that can create conflicts of interest. The firm also recently updated its branding, ownership disclosures, and expanded disclosures around private/alternative investments and tax‑aware strategies while serving both individual and institutional client segments.

To learn more about the advisors currently working at Threadline Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Threadline Wealth's office locations.