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COLDSTREAM WEALTH MANAGEMENT
BELLEVUE, WA
425-283-1600
SEC #801-39379Total AUM
$13.9B
Employees
207Clients
4,386Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE - 100TH AVENUE NE
SUITE 102
BELLEVUE
WA 98004
United States
SUITE 102
BELLEVUE
WA 98004
United States
Operating Hours
7:00AM- 4:00PM
Monday - Friday
Monday - Friday
Phone
425-283-1600
Other Offices
9
Financials
Total AUM
$13.9B
Accounts
4,386Discretionary
$13.6B
Accounts
4,097Non-Discretionary
$301.5M
Accounts
289
Clients
Individual Clients
1,806AUM
$775M
HNW Individual Clients
2,393AUM
$11.3B
Pension/Profit Sharing Plan Clients
17AUM
$133.1M
Charitable Organization Clients
39AUM
$588.5M
Corporation or Business Clients
131AUM
$1.1B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PROJECT BY PROJECT BASIS
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCDEFLGAHIIDILLAMAMDMNMOMTNCNHNJNMNVNYOHORPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.