firm profile
Coldstream Wealth Management
Overview
Coldstream Wealth Management is an SEC registered investment adviser based in Bellevue, WA, registered since 1991. It reports $13.9B in assets under management across 4,386 accounts, with 207 employees. It has 138 investment adviser representatives.
- Reported AUM
- $13.9B
- Discretionary
- 98%
- Accounts
- 4,386
- Average account
- $3.2M
- Employees
- 207
- Advisory reps
- 138
- Registered since
- 1991
- Jurisdictions
- 34
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 12
- Kevin Michael Fitzwilson Chief Executive Officer, Chairman of Board CRD 2511528
- Bryan Paul Shipley Chief Investment Officer CRD 6764785
- Erika Eng Yelle Chief Compliance Officer CRD 1632625
9 more executive officers, with direct contact details
Advisory reps 3 of 138
- Kendall Bate Acheson Investment Adviser Rep CRD 5363756
- Erika Swick Allen Investment Adviser Rep CRD 7288146
- Elizabeth Grace Anderson Investment Adviser Rep CRD 8194755
135 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1 100th Ave NE Ste 102
Bellevue, WA 98004 - County
- King
- Metro area
- Seattle-Tacoma-Bellevue, WA
- Region
- West
Registrations
- SEC registered
- Registered in 34 jurisdictions
- Website: ascent-cap.com
Every state, with registration dates
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