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Wentao Liu

Coldstream Wealth Management

Bellevue, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-03
  • WA RA
    APPROVED
    Since 2025-10-03

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
Pa International Academy Erie PA 07/2013 02/2019
N/A Fairview PA 02/2018 07/2019
Pnc Wealth Management Erie PA 07/2019 02/2021
Pnc Wealth Management Erie PA 07/2019 12/2021
Evoke Advisors Los Angeles CA 01/2022 04/2022
Pnc Wealth Management Los Angeles CA 04/2022 10/2024
Mainsail Financial Bellevue WA 10/2024 09/2025
Mainsail Financial Group, Llc Bellevue WA 10/2024 09/2025
Coldstream Wealth Management Bellevue WA 09/2025 Present
  • 07/2013 → 02/2019
    Pa International Academy
    Erie, PA
  • 02/2018 → 07/2019
    N/A
    Fairview, PA
  • 07/2019 → 02/2021
    Pnc Wealth Management
    Erie, PA
  • 07/2019 → 12/2021
    Pnc Wealth Management
    Erie, PA
  • 01/2022 → 04/2022
    Evoke Advisors
    Los Angeles, CA
  • 04/2022 → 10/2024
    Pnc Wealth Management
    Los Angeles, CA
  • 10/2024 → 09/2025
    Mainsail Financial
    Bellevue, WA
  • 10/2024 → 09/2025
    Mainsail Financial Group, Llc
    Bellevue, WA
  • 09/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-14
  • S66 Uniform Combined State Law Examination
    2025-02-14
Designations
Other Names
  • Wayne Liu

View on SEC IAPD

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LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

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TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

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