Key facts
- Coldstream Wealth Management is a asset manager based in Bellevue, WA.
- Coldstream Wealth Management reports $51.2M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 108805- Regulatory AUM
- $51.2M
- Private fund assets
- $151.6M
- Private funds
- 1 · 1 real estate
- Staff
- 207
- Registered office
- BELLEVUE, WA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COLDSTREAM CAPITAL MANAGEMENT INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Coldstream Wealth Management are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is Coldstream Wealth Management's AUM?
- Coldstream Wealth Management manages approximately $51.2M in assets.