← Back to searchVisit website
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC
CRD 306966
9030 35TH AVENUE SW, SUITE 100, SEATTLE, WA, 98126, United States
Phone
206-701-9196
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $7.2M |
| High net worth individuals | 5 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD