Coldstream Wealth Management

Coldstream Wealth Management

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Coldstream is an employee owned wealth management firm providing unbiased financial advice to successful families. We provide sophisticated financial planning, customized portfolio management, and personalized client services to high net worth individuals and families. The firm also manages accounts for pension and profit sharing plans, pooled investment vehicles, charitable organizations, and cor

05/22/2026

Coldstream is an employee-owned RIA and now has 172 shareholders!

We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives.

Welcome to our newest shareholders Dominic Hori, Manny Batalla, Henry LeMaster, Lilia Haberman, Wayne Liu!

05/20/2026

Celebrating 30 years of Coldstream 🎉30 years of hard work and plenty of fun along the way!

From team celebrations to everyday moments, our culture has always been rooted in connection, collaboration, and enjoying the journey together. Because when people genuinely enjoy working together, great things happen.

Here’s to the memories we’ve made and many more ahead🥂
Read more: https://ow.ly/2IZY50YSY7J

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Address


One 100th Avenue NE
Seattle, WA
98004

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm