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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 10, 2025 and May 28, 2026, reported AUM increased 21.4%, from $4.8B to $5.8B.
Across 5 reported observations, AUM increased 62.1% between March 31, 2022 and May 28, 2026, from $3.6B to $5.8B.
Of the latest reported AUM, 76.5% is discretionary and 23.5% is non-discretionary.
The firm reports 30 advisory representatives and 1,287 clients, or 42.9 clients per representative. That equates to $4.5M in reported AUM per client.
The profile lists 11 reported office locations and 33 years in operation. The source data was last updated on May 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Threadline Wealth has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Threadline Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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