Coldstream Wealth Management
Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $6,498,241,692 in 2,617 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management6,498MILLION
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Total Number of Accounts2,617ACCOUNTS
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Average Account Value$2,483,088
- 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, FL, GA, HI, ID, IL, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
Elaina Shemeta (CRD# 5233118) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 15 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.
Anne Marie Stonich (CRD# 4555350) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 21 years of experience in the finance industry. Anne Marie Stonich 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.
William Vipond Jr. (CRD# 5884874) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 12 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 8 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 20 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 16 years of experience in the finance industry.
Rebecca Wilcox (CRD# 2732040) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 27 years of experience in the finance industry.
Simran Bajaj (CRD# 5216563) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 16 years of experience in the finance industry.
Bryan Carr (CRD# 5606169) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.
Ian Curtiss (CRD# 6186659) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry. Ian Curtiss 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.