Wealth Manager
    SEC Registered
    Manages Private Funds

    Coldstream Wealth Management

    Registered investment advisor · Bellevue, Washington · CRD #108805

    Assets Under Management
    $13.9B
    Client Accounts
    4,386
    Employees
    207
    CRD Number
    108805
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Coldstream Wealth Management

    Coldstream Wealth Management, based in Bellevue, Washington, is a financial services firm founded in 1988. The company specializes in personalized wealth management, investment portfolios, financial planning, and related services for individuals, families, businesses, executives, and institutions. With a team of around 114 employees, Coldstream manages approximately $39.5 million in revenue and offers a comprehensive range of financial solutions tailored to clients' specific goals and circumstan

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Coldstream Wealth Management's AUM?

    Coldstream Wealth Management reports approximately $13.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Coldstream Wealth Management headquartered?

    Coldstream Wealth Management is headquartered in Bellevue, Washington.

    What is Coldstream Wealth Management's CRD number?

    Coldstream Wealth Management's CRD number is 108805. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Coldstream Wealth Management manage?

    Coldstream Wealth Management manages approximately 4,386 client accounts according to its latest SEC filing.

    Is Coldstream Wealth Management SEC registered?

    Yes, Coldstream Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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