# Columbia Strategic Wealth Advisors

Columbia Strategic Wealth Advisors is a Multi Family Office based in Seattle, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Seattle, United States
- **Region:** North America
- **Address:** Columbia, Maryland, United States
- **Assets under management:** Undisclosed
- **Website:** columbiastrategicwealth.com

## Regulatory record

- **CRD number:** 306966
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306966

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## 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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Last updated: 2026-07-06T01:24:14.351Z

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