San Francisco, CA Office

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.