Christopher Lee-Haas Sittner

Employer firm

Threadline Wealth CRD 108917

$5.77B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 10/2018
  Perkins & Co.
  Portland, OR
• 11/2018 → 12/2020
  Confluence Wealth Management
  Portland, OR
• 01/2021 → 03/2022
  Blue Water Wealth, Inc.
  Portland, OR
• 04/2022 → Present
  Cs Wealth Management, Llc
  Portland, OR

Previous Registrations

• 2022-09-21 → 2026-01-06
  Cs Wealth Management
  Portland, OR
• 2021-01-29 → 2022-03-10
  Blue Water Wealth
  Portland, OR

Other Businesses

CS Wealth Management - As part of Chris Sittner's transition to Moss Adams he has gone through the process of shutting down the RIA known as CS Wealth Management. Currently, it simply exists for shutdown process. As of now, CS Wealth Management does not work with clients in any capacity.

Designations

• Certified Financial Planner

Other Names

• Chris Sittner
• Christopher Lee Sittner