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
Shane Payette (CRD# 4561408) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 19 years of experience in the finance industry.
Colleen Pedey (CRD# 1355249) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 19 years of experience in the finance industry.
Kevin Peterson (CRD# 4229800) is an Investment Advisor Representative working at Coldstream Wealth Management in Kirkland, WA and has over 23 years of experience in the finance industry.
David Powers (CRD# 2921704) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Katherine Quick (CRD# 6504959) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 6 years of experience in the finance industry.
Roger Reynolds (CRD# 3024255) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 26 years of experience in the finance industry.
Darren Ritchie (CRD# 5992686) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
David Roberts (CRD# 1875134) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Mark Rosenbaum (CRD# 2618230) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 27 years of experience in the finance industry.
Kimberly Rosenberg (CRD# 5558727) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 15 years of experience in the finance industry.