COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

Overview

Columbia Strategic Wealth Advisors, LLC is an independent registered investment adviser that focuses on serving individual and family clients, with portfolio management and financial planning tailored to smaller-scale private clients and small businesses. The firm operates primarily through non-discretionary relationships, putting implementation decisions largely in clients’ hands while providing guidance and model recommendations. Equity exposure is the dominant allocation style, with an emphasis on exchange-traded investments and ETF-based implementation. Columbia Strategic Wealth Advisors identifies as an active ESG investor and integrates environmental, social and governance considerations into its security selection and manager choices. Fee arrangements are flexible—percentage of assets under management, hourly and fixed-fee engagements are used depending on the client and service. The firm is not a capital allocator or pension consultant; instead it sources external managers and funds to meet client needs, and it uses third-party custodians to hold client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices