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Threadline Wealth
THREADLINE WEALTH is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2000. The firm manages $5.8 billion in assets, with $4.4 billion...
Overview
THREADLINE WEALTH is an SEC-registered investment adviser in BELLEVUE, WA, registered since 2000. The firm manages $5.8 billion in assets, with $4.4 billion on a discretionary basis. It has 59 employees and 30 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Can an external investor allocate capital to Threadline Wealth?
Almost certainly not. The firm's complete lack of public-facing communications and absence from capital-raising databases strongly indicate it manages capital exclusively for a single family or a closed group of related individuals, with no mandate or mechanism for accepting outside limited partners.
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