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THREADLINE WEALTH
BELLEVUE, WA
425-650-9500
SEC #801-58074Total AUM
$5.8B
Employees
59Clients
1,248Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10900 NE 8TH ST, STE 305
BELLEVUE
WA 98004
United States
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
425-650-9500
Other Offices
2
Financials
Total AUM
$5.8B
Accounts
4,790Discretionary
$4.4B
Accounts
3,867Non-Discretionary
$1.4B
Accounts
923
Clients
Individual Clients
167AUM
$21.8M
HNW Individual Clients
1,002AUM
$5.1B
Pension/Profit Sharing Plan Clients
1AUM
$71.8M
Charitable Organization Clients
6AUM
$20.7M
Insurance Company Clients
5AUM
$6.5M
Corporation or Business Clients
66AUM
$497.6M
Other Clients
1AUM
$9M
Description of Other Clients
TRIBAL GOVERNMENT ENTERPRISES
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLHIIDILMAMIMTNMNVNYORTNTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.