Coldstream Wealth Management

Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,929,288,847 in 937 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,929
    MILLION
  • Total Number of Accounts
    937
    ACCOUNTS
  • Average Account Value
    $2,059,006
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, FL, ID, IL, MA, NC, NM, NV, NY, OH, OR, TX, UT, VA, WA

Financial Advisors at Coldstream Wealth Management
Showing 1 - 10 of 28 top financial advisors.
1
Voneen C. Bright
CRD#: 2168581
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

Voneen Bright (CRD# 2168581) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 22 years of experience in the finance industry. Voneen Bright has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joe L. Cervantes
CRD#: 2934811
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 19 years of experience in the finance industry. Joe Cervantes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Elaine Heller
CRD#: 2000212
One 100th Avenue Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

Elaine Heller (CRD# 2000212) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.

4
Richard A. Merrifield
CRD#: 1738529
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

Richard Merrifield (CRD# 1738529) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry. Richard Merrifield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
George R. Pierce
CRD#: 1134879
1200 Westlake Ave N, #900, Seattle, WA 98109
96
Wealthminder
score

George Pierce (CRD# 1134879) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 33 years of experience in the finance industry. George Pierce has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Nina J. Rose
CRD#: 5202578
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
96
Wealthminder
score

Nina Rose (CRD# 5202578) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry. Nina Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Elaina K. Shemeta
CRD#: 5233118
1200 Westlake Ave N #900, Seattle, WA 98109
96
Wealthminder
score

Elaina Shemeta (CRD# 5233118) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 9 years of experience in the finance industry. Elaina Shemeta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stefan W. Cobb
CRD#: 1550252
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
93
Wealthminder
score

Stefan Cobb (CRD# 1550252) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 30 years of experience in the finance industry.

9
Alexandra M. Fitts
CRD#: 4799006
1200 Westlake Ave N #900, Seattle, WA 98109
93
Wealthminder
score

Alexandra Fitts (CRD# 4799006) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 12 years of experience in the finance industry.

10
Kevin M. Fitzwilson
CRD#: 2511528
One 100th Avenue Ne, Suite 102, Bellevue, WA 98004
93
Wealthminder
score

Kevin Fitzwilson (CRD# 2511528) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 21 years of experience in the finance industry.

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