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COLDSTREAM WEALTH MANAGEMENT
Legal name: COLDSTREAM CAPITAL MANAGEMENT INC
CRD 108805File 801-39379
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.93B
Top 10% of cohort (national)
Discretionary AUM
$13.62B
Non-discretionary $301.5M
Clients
4,386
4,386 accounts
Employees
207
Top 10% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 23, 1991
- Principal office
- ONE - 100TH AVENUE NE, SUITE 102, BELLEVUE, WA, 98004
- Phone
- 425-283-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.93B
- Discretionary AUM
- $13.62B
- Non-discretionary AUM
- $301.5M
- Discretionary accounts
- 4,097
- Non-discretionary accounts
- 289
- Total accounts
- 4,386
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 131 | $1.09B |
| Charitable organizations | 39 | $588.5M |
| High net worth individuals | 2,393 | $11.33B |
| Pension and profit sharing plans | 17 | $133.1M |
| Individuals (other than high net worth individuals) | 1,806 | $775.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PROJECT BY PROJECT BASIS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.