COLDSTREAM WEALTH MANAGEMENT

RIASEC RegisteredEst. 1991

Total AUM

$13.9B

Discretionary

$13.6B

98% of AUM

Avg account

$3.2M

Accounts

4,386

Employees

207

Advisory reps

139

Firm details

Headquarters: BELLEVUE, Washington
CRD number: 108805
Registered since: July 23, 1991
Website: www.coldstream.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI81.39%
Corporations / Businesses7.86%
Individuals5.57%
Charitable Organizations4.23%
Pension & Profit Sharing Plans0.96%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Coldstream Wealth Management is an independent registered investment adviser that has operated since the early 1990s. It positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients, offering fee arrangements that include percentage-of-AUM, hourly, fixed, and performance-based structures. Core advisory services reported include financial planning, discretionary portfolio management across individual, pooled and institutional accounts, selection and oversight of third‑party managers, and educational programming. The firm does not present itself as an active ESG investor. It also maintains affiliations common to multi-product RIAs—broker‑dealer relationships, accounting and insurance connections, and roles as sponsor or managing member of pooled vehicles. Coldstream has appeared repeatedly on industry lists and rankings, including placements from Barron’s (Top 100, multiple years), Forbes (America’s Top RIAs), Financial Times and others.