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Christopher John Waetzig

Threadline Wealth

Bellevue, WA

Portland, OR

CRD 6282199

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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

AuthorityCategoryStatusDate
OR RA APPROVED 2024-11-04
WA RA APPROVED 2014-07-02
  • OR RA
    APPROVED
    Since 2024-11-04
  • WA RA
    APPROVED
    Since 2014-07-02

Branch Locations

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

805 Sw Broadway Suite 1400, Portland, OR 97205 • 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
OrganizationCityStateFromTo
Moss Adams Wealth Advisors Llc Seattle WA 11/2013 Present
  • 11/2013 → Present
    Moss Adams Wealth Advisors Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-07-02
  • S65 Uniform Investment Adviser Law Examination
    2014-07-02

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
SCS
STEWARD CAPITAL LLC.

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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