Coldstream Wealth Management
Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $7,578,712,530 in 3,121 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management7,579MILLION
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Total Number of Accounts3,121ACCOUNTS
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Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
Detlef Schrempf (CRD# 5464640) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 16 years of experience in the finance industry.
Eric Schuehle (CRD# 2533870) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 29 years of experience in the finance industry.
Victoria Serles (CRD# 4631684) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 20 years of experience in the finance industry.
Darin Sevier (CRD# 5124314) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 10 years of experience in the finance industry.
Elaina Shemeta (CRD# 5233118) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 16 years of experience in the finance industry.
Anne Marie Stonich (CRD# 4555350) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 22 years of experience in the finance industry.
William Vipond Jr. (CRD# 5884874) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 13 years of experience in the finance industry.
Daniels Voyteshonock (CRD# 6332294) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.
James Walsh (CRD# 4569699) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 21 years of experience in the finance industry.
Glen White (CRD# 5243931) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 17 years of experience in the finance industry.