$13.9B Total AUM
$13.6B Disc. AUM
-- 3Y CAGR
207 Employees
4,386 ADV. Clients
34 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- RadialEagle +more
- Established Date
- 07-23-1991
- Office Locations
- 12
Office Locations
10735 Kenai Spur HWY Suite 3 Kenai AK
1155 SW Morrison ST Portland OR
1200 Westlake AVE N #900 Seattle WA
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.
Team overview
41 AVG AGE
$83.9M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
4.5 yrs AVG TENURE
207 Employees
166 Advisory Reps
131 RIA Reps
34yrs Firm Age
Insights
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Accredited Investors
Optima pioneer
Asset Classes
Frontier Alpha prime Horizon Foundation focus Harbor Frontier timber Peak summit Peak Signal Foundation Focus
Client Personas
Foundation bridge Oak North quantum
Custodian
Summit Wave Vector Vertex Bridge atlas Timber Momentum optima Zenith wave Foundation Ember meridian Zenith
Investment Themes
Fusion Wave peak Beacon Glacier eagle Peak value
Investment Vehicles
Beacon capital Atlas element
Platform
Alpha Matrix Delta Frontier Harbor signal Frontier signal
Services
Alpha legacy Wave Momentum insight Harbor Alpha Summit element Atlas focus Quantum Bridge bridge Insight Timber focus Vector quantum Matrix Vital foundation
Technology
Alpha North timber Legacy North matrix
Owner & Executives
KEVIN MICHAEL FITZWILSON
Advisor, Chairman Of Board, Chief Executive Officer
- CRD
- #2511528
- Ownership
- 10% but less than 25%
(242) 891-6337
focus.legacy@summitcapital.com
in linkedin.com/in/fusion-optima
DAVID BRIAN CHRISTIAN
Chief Growth Officer
- CRD
- #2227429
- Ownership
- 5% but less than 10%
(987) 365-8223
momentum.momentum@northcapital.com
in linkedin.com/in/meridian-foundation
F
Frontier capital
Optima vertex glacier
- CRD
- #15254
- Ownership
- 22.5%
(391) 877-5202
quantum.momentum@optimacapital.com
in linkedin.com/in/crest-quantum
Showing 2 of 13 owners & executives
Unlock allContacts
KENDALL BATE ACHESON
Wealth Manager
- CRD
- #5363756
(881) 746-2844
ember.quantum@foundationcapital.com
in linkedin.com/in/meridian-optima
Erika Swick Allen
Wealth Manager
- CRD
- #7288146
(262) 462-1250
atlas.quantum@bridgecapital.com
in linkedin.com/in/value-eagle
E
Element alpha
Horizon vital peak
- CRD
- #11413
(518) 954-1254
catalyst.signal@peakcapital.com
in linkedin.com/in/optima-horizon
Showing 2 of 140 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $13,925,235,705
Public Funds:
21.1% Equity - Exchange:
26.6% Municipal Bonds:
16.5% Private Funds:
8.3% Cash:
6.8% Corporate - Investment Grade:
7.1% U.S. Government/Agency:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $242,961,335 | 21.1% |
| Equity - Exchange | $306,292,488 | 26.6% |
| Municipal Bonds | $189,993,461 | 16.5% |
| Private Funds | $95,572,468 | 8.3% |
| Cash | $78,300,335 | 6.8% |
| Corporate - Investment Grade | $81,754,762 | 7.1% |
| U.S. Government/Agency | $156,600,671 | 13.6% |
| Total | $1,151,475,520 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OPTIMA MOMENTUM ATLAS | OPTIMA MATRIX | 4O39AY61O | DERC | 10.29% | $41,133,753 |
| OAK UNISON MERIDIAN | VALUE TIMBER | EMIKHQAMF | SWZ | 6.78% | $102,908,976 |
| BRIDGE INSIGHT QUANTUM | HORIZON FOCUS | A04FJZTHG | SOB | 8.31% | $26,522,495 |
| CREST SUMMIT GLACIER | OPTIMA QUANTUM | 71PCJOK3W | ROFJZ | 6.67% | $99,912,507 |
| HARBOR BEACON BRIDGE | PRIME PRIME | F1DGRVLI9 | ABY | 1.12% | $77,125,708 |
| VERTEX CATALYST MOMENTUM | VITAL DELTA | 3CXU2AMX6 | RFZK | 11.14% | $69,255,554 |
| RIDGE SIGNAL | LEGACY ELEMENT | 3LLR4RDGO | YTQC | 0.95% | $1,042,830 |
| VECTOR NORTH | EAGLE INSIGHT | YQFW0BESM | FTGEL | 10.47% | $84,555,740 |