CRD: 288720
Columbia Wealth Advisors LLC
$24.2M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
1 Employees
205 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Pioneer atlasHorizon
- Established Date
- 08-02-2017
- Office Locations
- 1
Office Locations
-- Scappoose OR
About Columbia Wealth Advisors LLC
Columbia Wealth Advisors LLC is a founder-led RIA serving clients in Oregon and Washington. Led by wealth advisor Andy Kangas, the firm provides personalized investment advice and ongoing planning focused on long-term wealth growth and helping clients transfer assets to beneficiaries. Custody/clearing is supported via Wells Fargo Clearing Services/TradePMR with an online client portal.
Team overview
-- AVG AGE
$24.2M AVG AUM / ADVISOR
$118.3K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith ridge Bridge
Client Personas
Vital meridian
Custodian
Vital delta Pathway oak Momentum matrix Timber
Investment Themes
Optima element
Investment Vehicles
Eagle matrix Catalyst delta
Services
Vector frontier Unison Foundation Quantum oak Pioneer
Technology
Catalyst oak Signal value
Owner & Executives
A
Andrew Michael Kangas
Owner, Wealth Advisor
- CRD
- #6573704
- Ownership
- 75% or more
(541) 716-9188
foundation.focus@focuscapital.com
in linkedin.com/in/legacy-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,242,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,242,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,357,000
Public Funds:
28.6% Equity - Exchange:
27.1% Cash:
23.8% Corporate - Investment Grade:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,424,547,116 | 28.6% |
| Equity - Exchange | $2,297,385,554 | 27.1% |
| Cash | $2,017,630,118 | 23.8% |
| Corporate - Investment Grade | $1,737,874,681 | 20.5% |
| Total | $8,477,437,469 | 100.0% |