Skip to content
Friday, October 23, 2026 · Today’s edition, 6:30 a.m. ETFri, Oct 23 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
ria

Threadline Wealth

BELLEVUE, WA
CRD: 108917
In network coverage since August 25, 2026 · 1 story
$5.8BRegulatory AUMSEC Form ADV · Oct 17
59EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 17
Network coverage
Succession & selling a firm

The 11.6x RIA multiple is a retention premium

Advisor Growth Strategies' record 11.6x median rewards the owners who gave next-gen equity away before they hired a banker.
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.

Free. Weekday mornings. Unsubscribe from any edition in one click.