Coldstream Wealth Management

Overview

Coldstream Wealth Management is an independent registered investment adviser organized as a corporation and operating as a capital allocator to third‑party managers. The firm has been SEC-registered since 1991 and serves both high‑net‑worth individuals and families as well as institutional clients. Its fee model is flexible, covering asset‑based fees, hourly and fixed fees, and arrangements that can include performance‑based compensation. Investment and client services span comprehensive financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions. The firm also provides pension consulting, manager selection services and educational programming. Coldstream lists industry relationships that include broker‑dealer activity, affiliation with other advisers and insurance and accounting firms, and it sponsors or acts as a GP/manager for pooled vehicles. It does not identify itself as an active ESG investor. Coldstream has been repeatedly recognized in industry rankings, including multiple Barron’s Top 100 appearances (2021–2025), listings by Forbes (2023, 2024), placement in Financial Times’ Top 300 (2020), and other trade acknowledgements such as AdvisorHub’s 50 RIA Firms to Watch (2026).

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Location & Offices