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.
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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.
184 people are employed at Coldstream Wealth Management.
Coldstream Wealth Management is based in Bellevue, Washington.
The NAICS codes for Coldstream Wealth Management are [5239, 52393, 52, 523].
The SIC codes for Coldstream Wealth Management are [62, 628].
Top Coldstream Wealth Management Employees
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Kevin Fitzwilson
Chief Executive Officer at Coldstream Wealth Management
Incline Village, NV, US35+ -
Matt Sonnen
Chief Operating Officer at Coldstream Wealth Management
Los Angeles, CA, US15 -
Josh Harris
President - M and A at Coldstream Wealth Management
Mercer Island, WA, US15+ -
Erika Yelle
Chief Compliance Officer at Coldstream Wealth Management
Bellevue, WA, US23 -
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15+
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25+
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Erika Allen
Partner at Coldstream Wealth Management
Seattle, WA, US1
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