Threadline Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

108917

SEC number

801-58074

Firm type

RIA

Assets under management

$5.8B as of May 28, 2026

Website

www.linkedin.com/company/threadline-wealth ↗

Phone

425-650-9500

Address

10900 Ne 8th St, Ste 305, Bellevue, WA, 98004

Advisors at this firm

22 in our index · page 1 of 1

• Michael G. AndersonCRD 7083960 · Santa Rosa, CA
  IA Registered
• Dominic Amato CellittiCRD 6265425 · Bellevue, WA
  IA RegisteredRegistration inactive
• Colten Chris ChristiansonCRD 6180580 · Santa Rosa, CA
  IA Registered
• Scott ComfortCRD 7611181 · Bellevue, WA
  IA Registered
• John Thomas DavisCRD 4235662 · Rancho Cordova, CA
  IA RegisteredRegistration inactive
• Jacob M DemharterCRD 7884203 · Portland, OR
  IA Registered
• Kelsen William EdwinsCRD 5433517 · Bellevue, WA
  IA Registered
• Justin Alexander FisherCRD 5481452 · Tacoma, WA
  IA RegisteredRegistration inactive
• Ryan Lynn FranklinCRD 5283929 · Yakima, WA
  IA Registered
• Richard Alexander FriedlandCRD 5651010 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jennifer Rose FurnessCRD 2657358 · Seattle, WA
  IA RegisteredRegistration inactive
• Joseph Thomas GhidossiCRD 5541996 · San Francisco, CA
  IA RegisteredRegistration inactive
• Kelly Michelle GwynnCRD 8034175 · San Francisco, CA
  IA Registered
• Anneliese Mae JohnsonCRD 2921426 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Aaron Blake McfarlandCRD 5043231 · Seattle, WA
  IA RegisteredRegistration inactive
• Molly MarkwardCRD 7970612 · San Francisco, CA
  IA Registered
• Jason Robert RomanoCRD 2448726 · Los Angeles, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Benjamin Steven ShivelyCRD 5804341 · Campbell, CA
  IA Registered
• Christopher Lee-Haas SittnerCRD 7332022 · Portland, OR
  IA Registered
• Christopher John WaetzigCRD 6282199 · Portland, OR
  IA Registered
• Michelle Renee WalkerCRD 2330721 · Bellevue, WA
  IA Registered
• Brandon Charles ZillesCRD 6749486 · Bellevue, WA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.