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Kyle Berkley Larson

Coldstream Wealth Management

Bellevue, WA

Mercer Island, WA

CRD 6489504

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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
CA RA APPROVED 2025-01-09
WA RA APPROVED 2021-06-24
  • CA RA
    APPROVED
    Since 2025-01-09
  • WA RA
    APPROVED
    Since 2021-06-24

Branch Locations

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

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
Paracle Advisors, Llc Mercer Island WA 04/2014 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 Present
Previous Registrations
  • 2015-05-07 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
Designations
  • Certified Financial Planner

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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