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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-1992
- Office Locations
- 11
Office Locations
About Threadline Wealth
Moss Adams Wealth Advisors provides integrated wealth management for individuals and families, combining tax planning, financial planning, investment management, and family office support. The team builds and monitors customized plans that coordinate portfolios with tax, estate, and insurance considerations, adjusting as goals change. Publishes an Investing Insights webcast series on the economy and opportunities.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENNETH DANIEL EVANS
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
JUSTIN ALEXANDER FISHER
Chief Executive Officer, Partner
- CRD
- #5481452
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Michael G. Anderson
Financial Advisor
- CRD
- #7083960
DOMINIC AMATO CELLITTI
Senior Manager
- CRD
- #6265425
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,414,173,173 | $1,141,498 |
| Non-Discretionary | $1,359,099,289 | $1,472,480 |
| Total | $5,773,272,462 | $1,205,276 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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