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 51 - 60 of 78 top financial advisors.
51
Rebecca S. Wilcox
CRD#: 2732040
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

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.

52
Simran Bajaj
CRD#: 5216563
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Simran Bajaj (CRD# 5216563) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 17 years of experience in the finance industry.

53
Bryan W. Carr
CRD#: 5606169
1200 Westlake Ave, Suite 900, Seattle, WA 98109

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.

54
Ian B. Curtiss
CRD#: 6186659
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Ian Curtiss (CRD# 6186659) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 4 years of experience in the finance industry.

55
Corey J. Dallas
CRD#: 6975751
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Corey Dallas (CRD# 6975751) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.

56
Michelle L. Decaire
CRD#: 7219302
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Michelle Decaire (CRD# 7219302) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.

57
Janice T. Dsilva
CRD#: 7842072
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Janice Dsilva (CRD# 7842072) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

58
Thanh Evoniuk
CRD#: 7509375
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Thanh Evoniuk (CRD# 7509375) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

59
Austin M. Gormley
CRD#: 7137581
1200 Westlake Ave N, Suite 900, Seattle, WA 98109

Austin Gormley (CRD# 7137581) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.

60
Jennifer L. Harrison
CRD#: 6435098
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Jennifer Harrison (CRD# 6435098) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

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