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Coldstream Wealth Management Information

View Top Employees from Coldstream Wealth Management

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. © 2026 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

Website http://www.coldstream.com
Revenue $39.5 million
Funding $1 million
Employees 249 (185 on RocketReach)
Founded 1996
Address One 100th Ave. NE Suite 102, Bellevue, Washington 98004, US
Phone (425) 283-1600
Fax (425) 998-5541
Technologies
Industry Financial Services, Investment Banking, Wealth Managment Services, Finance, Family Wealth Planning, Multi-Generational Planning, Investment Management, Settlement Advisory Services, Employer Sponsored Retirement Plans, Endowments and Foundations
Web Rank 15 Million
Keywords Wealth Management, Financial Planning, Investment Management, Portfolio Management, Retirement Planning, Estate Planning, Financial Advisory, Wealth Preservation, High Net Worth, Investment Advisory, Financial Services, Asset Management, Tax Planning, Trust Services, Family Office, Financial Consulting, Investment Strategies, Chartered Financial Analyst, Certified Financial Planner
Competitors Morgan Stanley, Vanguard, Raymond James, Edward Jones, Financial Services Company, Fisher Investments, Personal Capital, Betterment, Wealthfront, Schwab Advisor Services +40 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Coldstream Wealth Management Questions

The Coldstream Wealth Management annual revenue was $39.5 million in 2026.

Kevin Fitzwilson is the CEO of Coldstream Wealth Management.

185 people are employed at Coldstream Wealth Management.

Coldstream Wealth Management is based in Bellevue, Washington.

The NAICS codes for Coldstream Wealth Management are [52393, 52, 523, 5239].

The SIC codes for Coldstream Wealth Management are [628, 62].

Top Coldstream Wealth Management Employees

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