Inactive

Kelly Michelle Gwynn

Threadline Wealth

San Francisco, CA

CRD 8034175

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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:

Current Employers

Threadline Wealth

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-30
WA	RA	APPROVED	2025-01-30

CA RA
APPROVED

Since 2025-01-30
WA RA
APPROVED

Since 2025-01-30

Branch Locations

10900 Ne 8Th St, Ste 305, Bellevue, WA 98004 • United States

101 Second St Suite #900, San Francisco, CA 94108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Moss Adams Wealth Advisors	San Francisco	CA	01/2020	Present
Moss Adams Wealth Advisors	San Francisco	CA	06/2019	08/2019
Sirsidynix	Lehi	UT	06/2015	06/2019
Unemployed	San Francisco	CA	08/2019	01/2020

01/2020 → Present

Moss Adams Wealth Advisors

San Francisco, CA
06/2019 → 08/2019

Moss Adams Wealth Advisors

San Francisco, CA
06/2015 → 06/2019

Sirsidynix

Lehi, UT
08/2019 → 01/2020

Unemployed

San Francisco, CA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC

STEWARD CAPITAL LLC.

Nearby Investors

BRIAN RAY JOHNSON

TERESA LYNN LAMAR

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA

SCS · BELLEVUE, WA

STEWARD CAPITAL LLC. · BELLEVUE, WA

More in Bellevue, WA

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