Coldstream Wealth Management

Coldstream Wealth Management (CRD# 132486) is a financial advisory firm headquartered in Bellevue, WA. They manage $761,789,087 in 868 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    762
    MILLION
  • Total Number of Accounts
    868
    ACCOUNTS
  • Average Account Value
    $877,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Other
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.

AZ, CA, LA, NY, OH, OR, TX, UT, VA, WA

Financial Advisors at Coldstream Wealth Management
Showing 1 - 10 of 11 top financial advisors.
1
Norman E. Bell
CRD#: 17454
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Norman Bell (CRD# 17454) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 37 years of experience in the finance industry.

2
Patrick W. Corcorran
CRD#: 5883964
Portland, OR
93
Wealthminder
score

Patrick Corcorran (CRD# 5883964) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 6 years of experience in the finance industry.

3
Evan E. Fisher
CRD#: 5202121
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Evan Fisher (CRD# 5202121) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry.

4
Robert M. Gruber
CRD#: 231266
500 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Robert Gruber (CRD# 231266) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 36 years of experience in the finance industry.

5
Patrick K. Hines
CRD#: 5692989
Los Angeles, CA
93
Wealthminder
score

Patrick Hines (CRD# 5692989) is an Investment Advisor Representative working at Coldstream Wealth Management in Los Angeles, CA and has over 8 years of experience in the finance industry.

6
William C. Krueger
CRD#: 5043352
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

William Krueger (CRD# 5043352) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.

7
Thomas C. Ovendale
CRD#: 5243928
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Thomas Ovendale (CRD# 5243928) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.

8
Adam C. Price
CRD#: 5010353
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Adam Price (CRD# 5010353) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.

9
Glen D. White
CRD#: 5243931
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Glen White (CRD# 5243931) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.

10
Alissa J. Wright
CRD#: 6010132
500 - 108th Avenue Ne, Suite 2000, Bellevue, WA 98004
93
Wealthminder
score

Alissa Wright (CRD# 6010132) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 6 years of experience in the finance industry.

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