Coldstream Wealth Management

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 2 of 3

• Davis Alexander KaraicaCRD 6909471 · Bellevue, WA
  IA RegisteredRegistration inactive
• Alexandra Fitts LambertCRD 4799006 · Seattle, WA
  IA RegisteredBroker
• Kyle Berkley LarsonCRD 6489504 · Mercer Island, WA
  IA Registered
• Frances Young LeeCRD 6349097 · Bellevue, WA
  IA RegisteredRegistration inactive
• Vincent Tat On LeeCRD 5455223 · Bellevue, WA
  IA RegisteredRegistration inactive
• Dina Lauren LieningCRD 3231413 · Bellevue, WA
  IA RegisteredRegistration inactive
• Henry LemasterCRD 7695901 · Seattle, WA
  IA RegisteredRegistration inactive
• Ian Asher LungCRD 8170880 · Bellevue, WA
  IA Registered
• Ethan Cole LuxtonCRD 7823482 · Bellevue, WA
  IA Registered
• Rachel R MccrackenCRD 5692795 · Bellevue, WA
  IA Registered
• David Kenneth McintoshCRD 6230478 · Mercer Island, WA
  IA Registered
• Richard Allen MerrifieldCRD 1738529 · Bellevue, WA
  IA RegisteredRegistration inactive
• James Lawrence MooreCRD 2210939 · Kenai, AK
  IA Registered
• Ryland Bennett MooreCRD 6127875 · Portland, OR
  IA Registered
• Julia N MarzellaCRD 7561437 · Bellevue, WA
  IA RegisteredRegistration inactive
• Kyle S McmahillCRD 7662842 · Bellevue, WA
  IA Registered
• Eric Anderson NewmanCRD 7926682 · Mercer Island, WA
  IA Registered
• Thomas Charles OvendaleCRD 5243928 · Bellevue, WA
  IA Registered
• Kristi Ann PanzaCRD 5960488 · Mercer Island, WA
  IA Registered
• Shane John PayetteCRD 4561408 · Kirkland, WA
  IA RegisteredRegistration inactive
• Kevin Dale PetersonCRD 4229800 · Kirkland, WA
  IA RegisteredRegistration inactive
• David Edwin PowersCRD 2921704 · Bellevue, WA
  IA Registered
• Bethany Rachelle PurkapileCRD 7255406 · Portland, OR
  IA Registered
• Katherine Anne QuickCRD 6504959 · Portland, OR
  IA Registered
• Yongtai QiCRD 7620070 · Bellevue, WA
  IA RegisteredRegistration inactive
• Reegan Elizabeth RaeCRD 4775840 · Portland, OR
  IA Registered
• Roger Clifford ReynoldsCRD 3024255 · Bellevue, WA
  IA RegisteredRegistration inactive
• Darren David RitchieCRD 5992686 · Bellevue, WA
  IA Registered
• David Gordon RobertsCRD 1875134 · Bellevue, WA
  IA RegisteredBroker
• Mark Phillip RosenbaumCRD 2618230 · Portland, OR
  IA Registered
• Kimberly Sue RosenbergCRD 5558727 · Portland, OR
  IA Registered
• Anthony Christopher RueCRD 6186353 · Portland, OR
  IA RegisteredRegistration inactive
• Nicholas Rhodes RunningCRD 7599148 · Portland, OR
  IA Registered
• Reem Yousef Rizk-HunterCRD 6910229 · Portland, OR
  IA RegisteredRegistration inactive
• Nicholas Russell RodwickCRD 8212033 · Portland, OR
  IA Registered
  Disclosure event(s) on record
• Alexandra Pear RosenbergCRD 7842025 · Portland, OR
  IA Registered
• Matthew Stewart SampsonCRD 6069347 · Portland, OR
  IA Registered
• Noel SanchezCRD 6825046 · Mercer Island, WA
  IA RegisteredRegistration inactive
• Trevor Dean ScambrayCRD 7802496 · Portland, OR
  IA RegisteredRegistration inactive
• Detlef SchrempfCRD 5464640 · Bellevue, WA
  IA Registered
• Eric Martin SchuehleCRD 2533870 · Mercer Island, WA
  IA Registered
• Victoria Kay SerlesCRD 4631684 · Kirkland, WA
  IA RegisteredRegistration inactive
• Darin Andrew SevierCRD 5124314 · Portland, OR
  IA Registered
• Anna Katherine ShawCRD 6762106 · Portland, OR
  IA Registered
• Elaina Kirsten ShemetaCRD 5233118 · Seattle, WA
  IA RegisteredBroker
• Bryan Paul ShipleyCRD 6764785 · Portland, OR
  IA Registered
• Katelyn Elizabeth SpanglerCRD 6511583 · Portland, OR
  IA Registered
• Anne Marie StonichCRD 4555350 · Mercer Island, WA
  IA Registered
• Keely Renae SurattCRD 7159053 · Portland, OR
  IA Registered
  Disclosure event(s) on record
• Alexander Jordan SchrempfCRD 7466711 · Bellevue, WA
  IA Registered

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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.