Columbia Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 288720
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals66.48%
- HNWI20.04%
- Insurance Companies7.57%
- Investment Companies5.66%
- Charitable Organizations0.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Columbia Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional and business clients. Its primary revenue model is a percentage-of-AUM advisory fee, and the firm also operates as an insurance broker. Advisory services listed include portfolio management for individuals, small businesses, and institutions, plus educational seminars and workshops. Columbia Wealth Advisors does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities21%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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