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Coldstream Wealth Management CRD 108805
$13.9B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-07 |
Branch Locations
1200 Westlake Ave. N Suite 900, Seattle, WA 98109 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zevenbergen Capital Investments Llc | Edmonds | WA | 09/2021 | 01/2025 |
| Moss Adams | Seattle | WA | 06/2020 | 09/2021 |
| Tom Douglas | Seattle | WA | 07/2018 | 10/2018 |
| Student | Spokane | WA | 08/2017 | 06/2018 |
| Zevenbergen Capital Investments Llc | Edmonds | WA | 02/2025 | 05/2025 |
| Coldstream Wealth Management | Seattle | WA | 07/2025 | Present |
| Moss Adams | Seaattle | WA | 10/2018 | 05/2020 |
| Tom Douglas | Seattle | WA | 07/2017 | 08/2017 |
| Unemployed | Seattle | WA | 05/2025 | 07/2025 |
| Student | Tacoma | WA | 08/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
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