Coldstream Wealth Management

Coldstream Wealth Management is an SEC‑registered investment adviser managing roughly $13.9 billion in assets through 128 advisors and serving individuals, high‑net‑worth families, corporate retirement plans, endowments, and other institutional clients, including corporate executives and professional athletes. Its service set includes portfolio management, financial and retirement planning, family advisory, wealth transfer planning, and retirement plan fiduciary services.

The firm delivers advice via team‑based Wealth Management Teams supported by an internal Investment Strategy Group that issues regular guidance; client portfolios are managed to written Investment Policy Statements and may combine internal strategies, third‑party sub‑advisors, and alternative investments. Coldstream provides both discretionary and non‑discretionary management and integrates financial planning and ERISA 3(21)/3(38) retirement plan services into its client relationships.

Noteworthy distinctions include that Coldstream is 100% employee/director owned and operates a broad affiliate network (a broker‑dealer, insurance and tax & consulting affiliates, a business advisory arm) while also sponsoring proprietary vehicles such as Ascent private funds, a Global Access Fund for limited‑access managers, and Ireland‑domiciled EDGE Aviation funds. The firm discloses and monitors related conflicts — including employee investments in recommended managers, employee board participation, and revenue sharing with affiliates — under its compliance and oversight processes.