On March 24, 2026, it was announced that Threadline Wealth had spun out from Moss Adams.
It was announced, on March 24, 2026, that Threadline Wealth had spun out from Moss Adams. Under the terms of the transaction,
Threadline Wealth will retain its existing leadership team and advisory professionals. Further terms of the deal were not disclosed.
Threadline Wealth, based in Seattle, Washington, is a registered investment advisor offering wealth management and accounting services. Threadline Wealth has $5.8 billion in assets under management.
Moss Adams, based in Seattle, Washington, is an accounting firm offering accounting, consulting, and wealth management services.
To read the press release: please click here.