Moss Adams Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year.
Moss Adams Wealth Advisors reports 1,246 clients. They include 1,002 high-net-worth individuals, 167 individual clients, and 66 corporations and other businesses. Of its assets, 76.5% ($4.41B across 3,867 accounts) are managed with discretion; $1.36B across 923 accounts are not. It advised 41 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 13% | <1% |
| High-net-worth individuals | 80% | 89% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | <1% | <1% |
| Insurance companies | <1% | <1% |
| Other client typesCorporations and other businesses; Other | 5% | 9% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 167 | $21.8M | 0.4% | $131K |
| High-net-worth individuals | 1,002 | $5.15B | 89.1% | $5.14M |
| Pension and profit-sharing plans | Fewer than 5 | $71.8M | 1.2% | — |
| Charitable organizations | 6 | $20.7M | 0.4% | $3.45M |
| Insurance companies | 5 | $6.49M | 0.1% | $1.3M |
| Corporations and other businesses | 66 | $498M | 8.6% | $7.54M |
| Other | Fewer than 5 | $9.01M | 0.2% | — |
| Total | 1,246 | $5.77B | 100% | — |
- Clients
- 167
- Regulatory AUM
- $21.8M
- AUM share
- 0.4%
- Avg. per client
- $131K
- Clients
- 1,002
- Regulatory AUM
- $5.15B
- AUM share
- 89.1%
- Avg. per client
- $5.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $71.8M
- AUM share
- 1.2%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $20.7M
- AUM share
- 0.4%
- Avg. per client
- $3.45M
- Clients
- 5
- Regulatory AUM
- $6.49M
- AUM share
- 0.1%
- Avg. per client
- $1.3M
- Clients
- 66
- Regulatory AUM
- $498M
- AUM share
- 8.6%
- Avg. per client
- $7.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.01M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 1,246
- Regulatory AUM
- $5.77B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 41
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Moss Adams Wealth Advisors charges 0.25%–1.25% a year for its Private Client. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M–$10M | 0.50% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Financial Planning
- Fixed fees for financial planning generally range from about $3,500 to $30,000 or more, depending on the engagement, and are billed in arrears.
Threadline Bidco, LLC owns 75% or more of Moss Adams Wealth Advisors. Justin Fisher is CEO; the leadership team includes Chief Operating Officer Kenneth Evans and Chief Compliance Officer Jennifer Furness. It has 59 employees, 30 of them in advisory roles.
Staff
- 59 employees
- 30 in advisory functions
- 19 state-registered reps
- Owns 75% or more of Moss Adams Wealth Advisors LLC
Threadline Bidco, LLC
Control person · since May 2026
- Owns 75% or more of Moss Adams Wealth Advisors LLC
Threadline Holdings, LLC
Control person · since May 2026
- Owns 50% to 75% of Threadline Holdings, LLC
CP Threadline Aiv, LLC
Control person · since May 2026
- Owns 75% or more of CP Threadline Aiv, LLC
Cynosure Partners III, LP
Control person · since May 2026
Cynosure Partners III GP, LLC
General partner · Control person · since May 2026
Moss Adams Wealth Advisors’ regulatory assets grew 2.1× from $2.78B (March 2021) to $5.77B (May 2026); clients rose from 1,107 to 1,246 and employees from 55 to 59.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $5.77B | 1,246 | 59 | 3 |
| Jul 2025July 2025 | $4.75B | 1,203 | 60 | 11 |
| Mar 2024March 2024 | $3.91B | 1,226 | 68 | 12 |
| Mar 2023March 2023 | $3.33B | 1,213 | 67 | 14 |
| Mar 2022March 2022 | $3.56B | 1,194 | 62 | 14 |
| Mar 2021March 2021 | $2.78B | 1,107 | 55 | 12 |
Besides its headquarters, Moss Adams Wealth Advisors has 2 offices, with 3 listed addresses across 3 states.
California · 1 listed address
- 23465 Civic Center Way, Building 9, Malibu
Oregon · 1 listed address
- 2100 NW 19th Ave Suite #2, Portland
Washington · 1 listed address
- 10900 Ne 8th St, Ste 305, BellevueHQ
Other business names
Moss Adams Wealth Advisors has reported 1 other business name to the SEC.
- Threadline Wealth
Contact and registration details
- Legal name
- Moss Adams Wealth Advisors LLC
- Headquarters
- 10900 Ne 8th St, Ste 305, Bellevue, WA 98004
- Website
- threadlinewealth.com
- Phone
- 425-650-9500
- @threadline-wealth
- SEC file
- 801-58074
- Structure
- Washington LLC
- Fiscal year end
- December
Moss Adams Wealth Advisors’ named custodians for separately managed accounts are Charles Schwab ($5.61B, 97%) and Fidelity ($149M, 3%). Moss Adams Wealth Advisors has custody of $584M for 261 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $5.61B97%
- FidelityNational Financial Services LLC · Boston, MA · $149M3%
At year end, Moss Adams Wealth Advisors’ separately managed accounts were mostly in funds (61%) and bonds (27%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.6B across 307 positions; the largest are Vanguard Index Fds (30.0%), J P Morgan Exchange Traded F (8.5%) and Global X Fds (6.8%).
What the accounts hold
- Stocks10%
- Funds61%
- Registered funds54%
- Pooled vehicles7%
- Bonds27%
- State and local bonds23%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash2%
How many clients does Moss Adams Wealth Advisors have?
Moss Adams Wealth Advisors has 1,246 clients and manages $5.77 billion for them, as of May 2026. They include 1,002 high-net-worth individuals, 167 individual clients, and 66 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 May 2026
What services does Moss Adams Wealth Advisors offer?
Moss Adams Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Moss Adams Wealth Advisors charge?
Moss Adams Wealth Advisors charges 0.25%–1.25% a year for its Private Client. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: THREADLINE WEALTH DISCLOSURE BROCHURE MAY 2026, filed 28 May 2026
Which custodians does Moss Adams Wealth Advisors use?
Moss Adams Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $5.61B and National Financial Services LLC (Boston, MA), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 May 2026
How many financial advisors does Moss Adams Wealth Advisors have?
Moss Adams Wealth Advisors has 19 investment adviser representatives registered with state securities authorities, out of 59 employees, and 30 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moss Adams Wealth Advisors invest in?
At the end of its last fiscal year, Moss Adams Wealth Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 23% state and local bonds, 10% exchange-traded equities, 7% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 2% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Moss Adams Wealth Advisors?
Moss Adams Wealth Advisors’ direct owners are Threadline Bidco, LLC (75% or more) and Threadline Holdings, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 May 2026
How does Moss Adams Wealth Advisors get paid?
Moss Adams Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Moss Adams Wealth Advisors?
Moss Adams Wealth Advisors’ main office is at 10900 Ne 8th St, Ste 305, Bellevue, WA 98004. Its phone number is 425-650-9500. Its website is threadlinewealth.com.