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).

Current Firm Details
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004
https://twitter.com/coldstreamsea
By the Numbers
  • Total Assets Under Management
    7,579
    MILLION
  • Total Number of Accounts
    3,121
    ACCOUNTS
  • Average Account Value
    $2,428,296
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, DE, 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 71 - 78 of 78 top financial advisors.
71
Noel Sanchez, financial advisor Bellevue WA
Noel Sanchez
CRD#: 6825046
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Noel Sanchez (CRD# 6825046) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry.

72
Alexander Schrempf, financial advisor Bellevue WA
Alexander J. Schrempf
CRD#: 7466711
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Alexander Schrempf (CRD# 7466711) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

73
Katelyn Spangler, financial advisor Portland OR
Katelyn E. Spangler
CRD#: 6511583
150 Sw Harrison St., Suite 300, Portland, OR 97201

Katelyn Spangler (CRD# 6511583) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 4 years of experience in the finance industry.

74
Colby Stirrat, financial advisor Bellevue WA
Colby C. Stirrat
CRD#: 7140803
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Colby Stirrat (CRD# 7140803) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 4 years of experience in the finance industry.

75
Scott Szeman, financial advisor Mercer Island WA
Scott G. Szeman
CRD#: 5956665
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Scott Szeman (CRD# 5956665) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has 1 year of experience in the finance industry.

76
Jordan Travis, financial advisor Bellevue WA
Jordan Travis
CRD#: 7294787
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Jordan Travis (CRD# 7294787) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

77
Danielle Uemura, financial advisor Bellevue WA
Danielle M. Uemura
CRD#: 7815696
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Danielle Uemura (CRD# 7815696) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.

78
Geir Watland, financial advisor Bellevue WA
Geir A. Watland
CRD#: 2705022
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Geir Watland (CRD# 2705022) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 25 years of experience in the finance industry.

PREV ... 4 5 6 7 8

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals