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

142

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, SEC-registered advisory firm that began registration in 1991 and operates as a capital allocator. The firm serves both individual and family clients as well as institutional accounts. Its advisory offerings span comprehensive financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting, selection of sub‑advisers, and educational workshops. Fee arrangements include percentage of AUM, hourly and fixed fees, and performance-based components. Coldstream maintains industry relationships across several service lines: broker‑dealer platforms, other investment advisers, accounting and insurance firms, and it acts as sponsor, general partner, or managing member for pooled investment vehicles it oversees. The firm does not identify as an active ESG investor. Coldstream has been recognized in multiple trade rankings, including repeat appearances on Barron’s Top 100 RIA list (2021–2025), Forbes’ lists of top RIA firms (2023–2024), placement in the Financial Times Top 300 (2020), and recent mention among AdvisorHub’s 50 RIA Firms to Watch (2026).