SEC Form ADV · CIK 1082339

COLDSTREAM WEALTH MANAGEMENT

Registered Investment AdviserWAReal Estate
$13.9B
Assets Under Management
4,386
Total Clients
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Registration Details

CIK
1082339
Accession
CRD-108805
Location
BELLEVUE, WA
Filing Date
March 30, 2026
AUM
$13.9B
Total Clients
4,386
Amendment
No

Client Types

$10 billion - $50 billion

Investment Strategies

Real Estate

About this Adviser

COLDSTREAM WEALTH MANAGEMENT is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $13.9B in assets across 4,386 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.