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Christopher John Waetzig

Investment adviser representative at Threadline Wealth
13 yearsExperience
2 statesRegistered in
$5.8BFirm assets
25 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Threadline WealthJul 2014 to now
  2. Moss Adams Wealth Advisors LLCNov 2013 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (OR, WA).

Threadline Wealth

Legal name: Moss Adams Wealth Advisors LLC

$5.8BAssets managed
1,246Clients
22Advisers
25 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6282199
Firm CRD
108917
Advisor's SEC record (opens in a new tab)
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