Coldstream Wealth Management
Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $7,578,712,530 in 3,121 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management7,579MILLION
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Total Number of Accounts3,121ACCOUNTS
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Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
Lauren Altom (CRD# 6364436) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 7 years of experience in the finance industry.
Norman Bell (CRD# 17454) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 43 years of experience in the finance industry.
Kurt Biederman (CRD# 6141323) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.
David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 6 years of experience in the finance industry.
Christopher Blakeslee (CRD# 6075675) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.
Rachel Borsini (CRD# 6293774) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 7 years of experience in the finance industry.
Voneen Bright (CRD# 2168581) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 30 years of experience in the finance industry.
Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 24 years of experience in the finance industry.
Isabella Brown (CRD# 7043534) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 4 years of experience in the finance industry.
Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 26 years of experience in the finance industry.