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- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-23-1991
- Office Locations
- 15
Office Locations
About Coldstream Wealth Management
Coldstream Wealth Management is an independent, employee-owned RIA providing personalized wealth management for individuals and families. The firm builds bespoke investment portfolios alongside comprehensive retirement planning and estate management, delivered with a fiduciary, client-first approach. Coldstream has served clients for 29+ years and expanded in 2025 when Cable Hill Partners joined the firm.
Reported data analysis
What the numbers show
Between December 22, 2025 and August 19, 2026, reported AUM increased 12.0%, from $12.4B to $13.9B.
Across 5 reported observations, AUM increased 92.9% between March 31, 2022 and August 19, 2026, from $7.2B to $13.9B.
Of the latest reported AUM, 97.8% is discretionary and 2.2% is non-discretionary.
The firm reports 166 advisory representatives and 4,386 clients, or 26.4 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 15 reported office locations and 35 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
KEVIN MICHAEL FITZWILSON
Advisor, Chairman Of Board, Chief Executive Officer
- CRD
- #2511528
- Ownership
- 10% but less than 25%
ROGER CLIFFORD REYNOLDS
Wealth Manager
- CRD
- #3024255
- Ownership
- 5% but less than 10%
Showing 2 of 12 owners & executives
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KENDALL BATE ACHESON
Wealth Manager
- CRD
- #5363756
Erika Swick Allen
Wealth Manager
- CRD
- #7288146
Showing 2 of 144 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,623,767,104 | $3,325,303 |
| Non-Discretionary | $301,468,601 | $1,043,144 |
| Total | $13,925,235,705 | $3,174,928 |
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Separately Managed Accounts
SMA allocation detail is available
Coldstream Wealth Management has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Coldstream Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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