$13.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2020
- Office Locations
- 1
Office Locations
9030 35th Avenue SW Suite 100 Seattle WA
About Columbia Strategic Wealth Advisors, LLC
Columbia Strategic Wealth Advisors, LLC is a Seattle-based RIA. The firm has been operating for 5 years. Managing $13.3M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Fidelity/NFS.
Team overview
-- AVG AGE
$13.3M AVG AUM / ADVISOR
$460.3K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEREMIAH GUY RAYMOND JOB
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5941437
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,350,000 | -- |
| Total | $13,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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