Coldstream Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108805
- SEC number
- 801-39379
- Firm type
- RIA
- Assets under management
- $13.9B as of Mar 30, 2026
- Website
- twitter.com/COLDSTREAMSEA ↗
- Phone
- 425-283-1600
- Address
- One - 100th Avenue Ne, Bellevue, WA, 98004
Advisors at this firm
117 in our index · page 1 of 3
-
Kendall Bate AchesonCRD 5363756 · Portland, ORIA RegisteredRegistration inactive
-
Erika Swick AllenCRD 7288146 · Seattle, WAIA Registered
-
Simran BajajCRD 5216563 · Seattle, WAIA Registered
-
Melody Marie BehnkeCRD 2567681 · Portland, ORIA RegisteredRegistration inactive
-
Kurt Michael BiedermanCRD 6141323 · Bellevue, WAIA RegisteredRegistration inactive
-
Christopher Patrick BlakesleeCRD 6075675 · Bellevue, WAIA Registered
-
Rachel Kaylyn BorsiniCRD 6293774 · Bellevue, WAIA RegisteredRegistration inactive
-
Voneen Camille BrightCRD 2168581 · Bellevue, WAIA RegisteredRegistration inactive
-
Katherine M BerntsonCRD 7129432 · Mercer Island, WAIA Registered
-
David Bertram BigelowCRD 6926689 · Mercer Island, WAIA Registered
-
Katherine Anne BrownCRD 7692162 · Portland, ORIA Registered
-
Nicholas Robert BuckleyCRD 8042394 · Portland, ORIA Registered
-
Bryan Wesley CarrCRD 5606169 · Seattle, WAIA Registered
-
Joe Louis CervantesCRD 2934811 · Bellevue, WAIA RegisteredBroker
-
Krista Marie CharltonCRD 6091563 · Mercer Island, WAIA Registered
-
Ryan J ChristensenCRD 4550084 · Portland, ORIA RegisteredRegistration inactive
-
Hilary May ClarkCRD 5479978 · Bellevue, WAIA RegisteredRegistration inactive
-
James B. ClaypoolCRD 4680688 · Seattle, WAIA Registered
-
Howard Alan ColemanCRD 4637806 · Bellevue, WAIA Registered
-
Patrick William CorcorranCRD 5883964 · Lynden, WAIA RegisteredBroker
-
Ian Brooks CurtissCRD 6186659 · Bellevue, WAIA Registered
-
Alannah Cherise ClarkCRD 7418034 · Mercer Island, WAIA Registered
-
William Maclean CunninghamCRD 8037210 · Seattle, WAIA Registered
-
Corey James DallasCRD 6975751 · Bellevue, WAIA RegisteredRegistration inactive
-
Shelby Ann DesiervoCRD 6431106 · Portland, ORIA Registered
-
Michelle Lynn DecaireCRD 7219302 · Bellevue, WAIA Registered
-
Janice Tina DsilvaCRD 7842072 · Mercer Island, WAIA Registered
-
Jennifer Susan EstnerCRD 7171026 · Portland, ORIA RegisteredRegistration inactive
-
Evan Edward FisherCRD 5202121 · Bellevue, WAIA RegisteredBroker
-
Kevin Michael FitzwilsonCRD 2511528 · Incline Village, NVIA RegisteredBroker
-
Alicia FollmerCRD 5233872 · Seattle, WAIA RegisteredRegistration inactive
-
Bryce Kendrick James FitzwilsonCRD 8148636 · Bellevue, WAIA Registered
-
Brittany Serles GabeleinCRD 6010450 · Kirkland, WAIA RegisteredRegistration inactive
-
Jeffrey Allan GatesCRD 1673637 · Portland, ORIA Registered
-
Glen Jonathan GolandCRD 3143795 · Portland, ORIA Registered
-
Matthew Thomas GrayCRD 6212838 · Bellevue, WAIA Registered
-
James Dayton GuardCRD 5569407 · Seattle, WAIA Registered
-
Jack Thomas GardnerCRD 8160897 · Bellevue, WAIA Registered
-
Austin M GormleyCRD 7137581 · Seattle, WAIA RegisteredRegistration inactive
-
Carolyn Lee GrabielCRD 8066904 · Mercer Island, WAIA Registered
-
Heather O HamamotoCRD 6261438 · Mercer Island, WAIA RegisteredRegistration inactive
-
Joshua E HarrisCRD 4555347 · Mercer Island, WAIA Registered
-
Brian Michael HefeleCRD 2602465 · Portland, ORIA RegisteredRegistration inactive
-
Daniel Anthony HillCRD 7276985 · Mercer Island, WAIA Registered
-
Todd Robert HobsonCRD 5591570 · Portland, ORIA RegisteredRegistration inactive
-
Cade David HampsonCRD 7560965 · Mercer Island, WAIA Registered
-
Jennifer Lynn HarrisonCRD 6435098 · Portland, ORIA Registered
-
David Jozef JanecCRD 4776916 · Portland, ORIA Registered
-
Kevin Vaughn KeplerCRD 6106910 · Kirkland, WAIA RegisteredRegistration inactive
-
Heather Lee KesslerCRD 4907766 · Mercer Island, WAIA Registered
1–50 of 117Next →
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108805 ↗
FINRA BrokerCheck record for firm CRD 108805 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.