Threadline Wealth

Overview

Threadline Wealth is an SEC registered investment adviser based in Bellevue, WA, registered since 1992. It reports $5.8B in assets under management across 4,790 accounts, with 59 employees. It has 22 investment adviser representatives.

Reported AUM

$5.8B

Discretionary

76%

Accounts

4,790

Average account

$1.2M

Employees

59

Advisory reps

22

Registered since

1992

Jurisdictions

20

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Justin Alexander Fisher Chief Executive Officer CRD 5481452
• Jennifer Rose Furness Chief Compliance Officer CRD 2657358
• Kenneth Daniel Evans Chief Operating Officer CRD 5615873

Advisory reps 3 of 22

• Michael G. Anderson Investment Adviser Rep CRD 7083960
• Dominic Amato Cellitti Investment Adviser Rep CRD 6265425
• Colten Chris Christianson Investment Adviser Rep CRD 6180580

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

10900 NE 8th St Ste 305
Bellevue, WA 98004

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: threadlinewealth.com

Every state, with registration dates

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