Coldstream Wealth Management

Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $6,971,033,394 in 2,858 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,971
    MILLION
  • Total Number of Accounts
    2,858
    ACCOUNTS
  • Average Account Value
    $2,439,130
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, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY

Financial Advisors at Coldstream Wealth Management
Showing 31 - 40 of 78 top financial advisors.
31
Shane J. Payette
CRD#: 4561408
520 Kirkland Way, Suite 300, Kirkland, WA 98033

Shane Payette (CRD# 4561408) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 18 years of experience in the finance industry.

32
Colleen R. Pedey
CRD#: 1355249
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Colleen Pedey (CRD# 1355249) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 19 years of experience in the finance industry.

33
Kevin D. Peterson
CRD#: 4229800
520 Kirkland Way, Suite 300, Kirkland, WA 98033

Kevin Peterson (CRD# 4229800) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 23 years of experience in the finance industry.

34
David E. Powers
CRD#: 2921704
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

David Powers (CRD# 2921704) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

35
Katherine A. Quick
CRD#: 6504959
150 Sw Harrison St., Suite 300, Portland, OR 97201

Katherine Quick (CRD# 6504959) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 6 years of experience in the finance industry.

36
Roger C. Reynolds
CRD#: 3024255
One 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Roger Reynolds (CRD# 3024255) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 25 years of experience in the finance industry.

37
Darren D. Ritchie
CRD#: 5992686
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Darren Ritchie (CRD# 5992686) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

38
David G. Roberts
CRD#: 1875134
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

David Roberts (CRD# 1875134) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.

39
Mark P. Rosenbaum
CRD#: 2618230
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Mark Rosenbaum (CRD# 2618230) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 27 years of experience in the finance industry.

40
Kimberly S. Rosenberg
CRD#: 5558727
150 Sw Harrison St., Suite 300, Portland, OR 97201

Kimberly Rosenberg (CRD# 5558727) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 14 years of experience in the finance industry.

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