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).
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Total Assets Under Management6,971MILLION
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Total Number of Accounts2,858ACCOUNTS
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Average Account Value$2,439,130
- 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, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
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 17 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 4 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.