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COLDSTREAM WEALTH MANAGEMENT
COLDSTREAM CAPITAL MANAGEMENT INC
CRD 108805 · SEC 801-39379
ONE - 100TH AVENUE NE, SUITE 102, BELLEVUE, WA, 98004, United States
Phone
425-283-1600
Fax
425-283-5100
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.93B
Discretionary AUM
$13.62B
Team
207 total employees; 166 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; PROJECT BY PROJECT BASIS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1806 | $775.0M |
| High net worth individuals | 2393 | $11.33B |
| Pension/profit sharing plans | 17 | $133.1M |
| Charitable organizations | 39 | $588.5M |
| Corporations/business entities | 131 | $1.09B |
States served
AK, AZ, CA, CO, DE, DC, GA, ID, IL, LA, MD, MA, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD