Coleman Andrew Webb

Employer firm

Altruist Advisors LLC CRD 340784

Reported services (Item 5G)

• Financial planning

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 10/2017
  Key Bank/Key Investment Services
  Woodburn, OR
• 11/2017 → 08/2022
  Raymond James Financial Services, Inc.
  Portland, OR
• 11/2017 → 08/2022
  Onpoint Community Credit Union
  Portland, OR
• 11/2017 → 08/2022
  Raymond James Financial Services Advisors Inc.
  Gresham, OR
• 09/2019 → 08/2022
  Onpoint Wealth Management And Investment Services
  Keizer, OR
• 02/2022 → 08/2022
  Onpoint Wealth Management And Investment Services
  Happy Valley, OR
• 10/2019 → 02/2023
  Jrad Inc.
  Oregon City, OR
• 08/2022 → 06/2026
  Wells Fargo Clearing Services, Llc
  Portland, OR
• 06/2026 → Present
  Altruist Advisors Llc D/B/A Crosswater Capital Partners
  Culver City, CA

Previous Registrations

• 2022-08-31 → 2026-06-16
  Wells Fargo Clearing Services, Llc
  Vancouver, WA
  Portland, OR
  Portland, OR
  Vancouver, WA
• 2017-11-22 → 2022-09-26
  Raymond James Financial Services Advisors, Inc
  Gresham, OR
  Keizer, OR
  Happy Valley, OR
• 2016-03-08 → 2017-11-28
  Key Investment Services Llc
  Vancouver, WA
  Woodburn, OR
  Troutdale, OR

Other Businesses

LIMIT BREAK 20 ENTERTAINMENT LLC; NOT INV RELATED; CANBY, OR; 100% OWNERSHIP; 12/16/2024; 10 HRS PER MONTH; 0 HRS DURING TRADING; SOCIALMEDIA AND TABLE TOP GAMING REVIEWS THE EXIT LAB (INFORMATIONAL PODCAST) ; NOT INV RELATED; CANBY,OR; PODCAST;100% OWNERSHIP;START DATE: 01/01/2026; 15 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-10
• S63 Uniform Securities Agent State Law Examination
  2012-05-22

Designations

• Certified Financial Planner

Other Names

• Coleman A Webb
• Coleman Webb