Columbia Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,242,000
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
101
2% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
101
Average account size
$240,020
About
Columbia Wealth Advisors LLC is a fee-based registered investment adviser that provides discretionary portfolio management and financial advice to individuals, families, businesses, and institutional entities, including charitable institutions, foundations, endowments and trust programs. The firm’s brochure reports approximately $24 million in assets under management and describes an onboarding process that results in a written agreement on services and compensation.
The firm begins client relationships with an initial meeting to gather financial information and establish investment objectives and risk tolerance, then implements tailored strategies using a mix of fundamental and technical analysis, asset allocation, and cyclical analysis. It provides ongoing account monitoring and annual performance reporting, coordinates general estate-planning tasks with attorneys and CPAs, and conducts periodic client reviews with online custodial account access.
Distinctive aspects noted in the brochure include that the firm’s investment adviser representatives may also be licensed insurance agents and receive commissions from insurance product sales, a conflict that the firm requires be disclosed to clients and that is handled separately from advisory fees. The brochure also highlights work with charitable and other institutional clients and the use of an integrated custodian platform that supports fee deductions and client reporting, features that are less common among similarly sized independent advisers.
Client services
Portfolio management
Educational seminars or workshops
Expertise
General estate planning guidance
Fee options
<$50,000 - $50,000: 1.5% $50,001 - $150,000: 1.2% $150,001 - $250,000: 0.95% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75%
Insurance commissions may be earned by IAReps who are licensed insurance agents; these commissions are in addition to advisory fees and clients may purchase insurance products through other agents.
Main office location
Columbia Wealth Advisors LLC
33555 E Columbia Ave, Ste 114
Scappoose OR 97056, United States
Number of offices
2
Most active in
Columbia Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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