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Alissa Jess Wright

Coldstream Wealth Management

Bellevue, WA

CRD 6010132

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Employer firm

Coldstream Wealth Management CRD 108805

$13.9B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-02-01
  • WA RA
    APPROVED
    Since 2023-02-01

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rainier Group Investment Advisory Llc Bellevue WA 10/2010 04/2017
Fulcrum Capital, Llc Seattle WA 08/2021 01/2023
Coldstream Wealth Management Bellevue WA 04/2017 07/2021
Coldstream Wealth Management Bellevue WA 01/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-24
  • S65 Uniform Investment Adviser Law Examination
    2012-02-24
Other Names
  • Alissa Jess Coward

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

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