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Columbia Strategic Wealth Advisors
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC is a state-registered investment adviser in SEATTLE, WA. The firm manages approximately $13 million in regulatory...
Columbia Strategic Wealth Advisors
COLUMBIA STRATEGIC WEALTH ADVISORS, LLC is a state-registered investment adviser in SEATTLE, WA. The firm manages approximately $13 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Columbia, Maryland, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Columbia Strategic Wealth Advisors?
The firm's investment committee, composed of senior advisors, oversees asset allocation and manager selection. Specific named individuals are not publicly listed.
Does Columbia Strategic Wealth Advisors participate in fund commitments or only direct deals?
The firm uses a multi-manager approach, investing client assets in external funds across public and private markets. It also offers select direct co-investments in private equity and real estate through vetted partners.
What investment stages does the firm typically target?
For public markets, the firm targets all stages through fund allocations. In private markets, co-investments are primarily in buyout, growth equity, and real estate, though specific stage preferences are not disclosed.
Which sectors does Columbia Strategic Wealth Advisors explicitly avoid?
The firm does not publicly disclose any sector restrictions. Client portfolios are customized based on individual risk tolerance and preferences.
How does the firm source proprietary deal flow?
Deal flow for private co-investments comes from a network of external partners and fund managers. The firm does not maintain an internal sourcing team for direct deals.
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