Coldstream Wealth Management Overview

General Information

Coldstream Wealth Management is a multi-family office headquartered in Bellevue, United States. Founded in 1996 by investment professionals, the employee-owned firm advises high-net-worth families and institutions across the Pacific Northwest and beyond. It offers integrated investment management, tax planning, estate design, risk management, and family governance services, leveraging its in-house expertise and strategic acquisitions to steward more than $10 billion in client assets.