Be advised. This firm is no longer registered.

Columbia Wealth Management, LLC

Columbia Wealth Management, LLC (CRD# 282951) is a financial advisory firm headquartered in Longview, WA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Columbia Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Patrick J. Costello
CRD#: 4187665
904 12th Avenue, Longview, WA 98632

Patrick Costello (CRD# 4187665) is an Investment Advisor Representative working at Columbia Wealth Management, LLC in Longview, WA and has over 17 years of experience in the finance industry.

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