Coldstream Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated March 30, 2026, reports $13.9B in regulatory assets under management, 207 employees, 9 offices, and 4,386 accounts.
Assets Under Management
$13.9B
Employees
207
Offices
9 offices
Total Clients
4,386
Primary office
BELLEVUE, WA
ONE - 100TH AVENUE NE, SUITE 102, BELLEVUE, WA, United States
Top client segmentHNWI represent 54.6% of total clients.
Top client categories% of clientsClients
1
HNWI
54.6%
2,393
2
Individuals
41.2%
1,806
3
Corporations
3.0%
131
4
Charitable
0.9%
39
5
Pension Plans
0.4%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.9Bas of March 30, 2026
Discretionary97.8%
$13.6B
98% of total RAUM97.8%
Non-discretionary2.2%
$301M
2% of total RAUM2.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.9B
Total Accounts4,386
10Y AUM Change+$11.8B (+564.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees207
Clients per Employee21:1
10Y Employee Change+150 (+263.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.