Columbia Strategic Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,350,000
Clients
29
17% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$460,345
About
Columbia Strategic Wealth Advisors, LLC is a small independent registered investment adviser that provides ongoing asset management and comprehensive financial planning primarily to individual clients, including professionals, executives, and business owners. The firm manages roughly $13.4 million for 29 clients as a solo practice and offers planning services that address retirement, employee stock option planning, business succession, charitable giving, and other specialty needs.
Investment advice is delivered through a personalized, holistic process that considers goals, risk tolerance and time horizon and uses a mix of behavioral, fundamental, technical and cyclical analysis. Portfolios typically include mutual funds, ETFs and individual equities, and the firm implements strategies both directly and by introducing clients to third‑party managers and platforms (including AssetMark, Morningstar, Manning & Napier and a digital sub‑advisor), with ongoing monitoring and periodic reviews.
What is most distinctive relative to peers is that the firm’s asset management is primarily non‑discretionary—clients retain final trading authority—which is uncommon among independent advisers of this type. A second notable feature is the integration of multiple implementation channels (institutional managers, wrap and unified managed account programs, and a digital platform) combined with flexible planning delivery (flat‑fee, hourly, and subscription) for a solo adviser with a small, concentrated client base.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Business succession planning
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Occupation focus
Executive
Founder/Business Owner
Fee options
Financial planning flat fees ranging from $500 to $5,000; fixed fee consulting based on hourly rate of $200
$0 - $250,000: 1.25% (Manning & Napier Growth Objectives Intermediary Fee Schedule) $250,001 - $499,999: 1.00% (Manning & Napier Growth Objectives Intermediary Fee Schedule) $500,000 - $2,000,000: 0.85% (Manning & Napier Growth Objectives Intermediary Fee Schedule) $2,000,001+: 0.60% (Manning & Napier Growth Objectives Intermediary Fee Schedule)
Approximately $200 per hour for consulting
Minimum fee: Minimum annual fee of $3,125.00 for Manning & Napier accounts under $500,000 Fee-only: Financial planning flat fees from $500 to $5,000; hourly rate approximately $200; subscription fees from $50 to $500 per month based on hours
Main office location
Columbia Strategic Wealth Advisors, LLC
9030 35 Th Avenue Sw, Suite 100
Seattle WA 98126, United States
Number of offices
1
Most active in
Columbia Strategic Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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