COLUMBIA WEALTH ADVISORS LLC

Overview

Columbia Wealth Advisors LLC is a small, fee-based advisory firm that manages portfolios primarily for individuals, families and small institutions. The firm operates as an insurance broker in addition to providing portfolio management services and runs educational seminars and workshops for clients. Its advisory model is percentage-of-AUM based and the ADV indicates that Columbia Wealth Advisors acts as a discretionary manager across its client base. Investment stance is conservative-to-moderate in practice: the firm’s reported asset mix is heavily weighted to public mutual funds and similar pooled vehicles. Columbia Wealth Advisors is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm also has the ability to work with third‑party alternative investment managers, though specific allocations and manager names are not disclosed.

Assets & Accounts

Investments & Alternatives

Location & Offices