Coldstream Wealth Management

CRD 108805 · Bellevue, WA · $13.9B AUM

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 3 of 3

Jesse Benjamin SigristCRD 7862388 · Portland, OR

IA Registered
Benjamin Marcus SpectorCRD 7738861 · Mercer Island, WA

IA RegisteredRegistration inactive
Jocelyn Ann StephensCRD 8061856 · Bellevue, WA

IA Registered
Meredith Appell StewartCRD 6935680 · Portland, OR

IA RegisteredRegistration inactive
Amanda Jane Louise StribrnyCRD 7558425 · Seattle, WA

IA Registered
Jordan TravisCRD 7294787 · Seattle, WA

IA Registered
Danielle Midori UemuraCRD 7815696 · Bellevue, WA

IA Registered
William F. Vipond Jr.CRD 5884874 · Bellevue, WA

IA Registered
Daniels Petera Dels VoyteshonockCRD 6332294 · Bellevue, WA

IA RegisteredRegistration inactive
Larissa Thompson VidalCRD 2456112 · Mercer Island, WA

IA RegisteredRegistration inactive

Disclosure event(s) on record
James Matthew WalshCRD 4569699 · Bellevue, WA

IA RegisteredRegistration inactive
Rebecca Sue WilcoxCRD 2732040 · Bellevue, WA

IA Registered
Alissa Jess WrightCRD 6010132 · Bellevue, WA

IA Registered
Arthur Jacob WinstonCRD 6101069 · Seattle, WA

IA RegisteredRegistration inactive
Daniel Luikwong YeungCRD 5274149 · Mercer Island, WA

IA Registered
Robert Warren YoungCRD 7177204 · Portland, OR

IA Registered
Pierson Bennett ZahnCRD 7491410 · 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.

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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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.