Coldstream Wealth Management

Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $9,661,331,534 in 3,357 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
https://twitter.com/coldstreamsea
By the Numbers
  • Total Assets Under Management
    9,661
    MILLION
  • Total Number of Accounts
    3,357
    ACCOUNTS
  • Average Account Value
    $2,877,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MN, MT, NC, NH, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

Financial Advisors at Coldstream Wealth Management
Showing 1 - 10 of 79 top financial advisors.
1
Kurt Biederman, financial advisor Bellevue WA
Kurt M. Biederman
CRD#: 6141323
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Kurt Biederman (CRD# 6141323) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.

2
David Bigelow, financial advisor Mercer Island WA
David B. Bigelow
CRD#: 6926689
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 6 years of experience in the finance industry.

3
Christopher Blakeslee, financial advisor Bellevue WA
Christopher P. Blakeslee
CRD#: 6075675
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Christopher Blakeslee (CRD# 6075675) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 12 years of experience in the finance industry.

4
Voneen Bright, financial advisor Bellevue WA
Voneen C. Bright
CRD#: 2168581
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Voneen Bright (CRD# 2168581) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 30 years of experience in the finance industry.

5
Elliott Brink, financial advisor Mercer Island WA
Elliott J. Brink
CRD#: 2327301
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 24 years of experience in the finance industry.

6
Joe Cervantes, financial advisor Bellevue WA
Joe L. Cervantes
CRD#: 2934811
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 27 years of experience in the finance industry.

7
Hilary Clark, financial advisor Bellevue WA
Hilary M. Clark
CRD#: 5479978
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Hilary Clark (CRD# 5479978) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 12 years of experience in the finance industry.

8
Howard Coleman, financial advisor Bellevue WA
Howard A. Coleman
CRD#: 4637806
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Howard Coleman (CRD# 4637806) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 13 years of experience in the finance industry.

9
Patrick Corcorran, financial advisor Lake Oswego OR
Patrick W. Corcorran
CRD#: 5883964
175 Evergreen Road, Lake Oswego, OR 97034

Patrick Corcorran (CRD# 5883964) is an Investment Advisor Representative working at Coldstream Wealth Management in Lake Oswego, OR and has over 13 years of experience in the finance industry.

10
Garrett Dean, financial advisor Bellevue WA
Garrett G. Dean
CRD#: 6385590
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Garrett Dean (CRD# 6385590) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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