Christopher Lee-Haas Sittner
Investment Adviser Representative at Threadline Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Christopher Lee-Haas Sittner is an investment adviser representative with Threadline Wealth in Portland, OR, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including CS Wealth Management and BLUE Water Wealth. They are registered to provide investment advice in Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Perkins & Co.Jan 2014 – Oct 2018Portland, OR
- Confluence Wealth ManagementNov 2018 – Dec 2020Portland, OR
- BLUE Water Wealth, Inc.Jan 2021 – Mar 2022Portland, OR
- CS Wealth Management, LLCApr 2022 – no end date reportedPortland, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Threadline Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- Up to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $5,000,0000.75%
- $5,000,001 to $10,000,0000.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Bellevue, WA
- SEC file number:
- 801-58074
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 28, 2026
View full firm profileOther advisors at Threadline Wealth
Showing 12 of 22 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Lee-Haas Sittner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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