Threadline Wealth
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 108917
- Registered since
- October 26, 2000
- Website
- mossadams.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.13%
- Corporations / Businesses8.62%
- Pension & Profit Sharing Plans1.24%
- Individuals0.38%
- Charitable Organizations0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Threadline Wealth is an independent RIA organized as a limited liability company and registered with the SEC since 2000. The firm serves both individual/family and institutional clients and operates as a capital allocator, meaning it places client capital with third‑party managers in addition to managing portfolios internally. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. Compensation is a mix of percentage‑of‑AUM, hourly, and fixed fees. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- State & Local Bonds23%
- Exchange Traded Equities10%
- Private Funds7%
- US Government Bonds2%
Owners & executives
1 of 1
Michelle Walker
Chief Investment OfficerCRD 2330721
Contacts
3 of 22
Justin Fisher
Registered RepresentativeCRD 5481452
Jennifer Furness
CCOCRD 2657358
Ryan Franklin
DirectorCRD 5283929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$1.8B in ETFs
88%
$1.6B
12%
$216M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $480M | 1,297,507 | 26.95% |
Location
Bellevue, WA
King
Location
Bellevue, WA
Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 10900 Ne 8th St
- Time zone
- PT (UTC-8)
- Office locations
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