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Coldstream Wealth Management, Inc.

EST. AUM
$13,925,235,705

CONTACTS
33

CLIENT ACCOUNTS
4,386

Firm Details

Metro area Seattle
CRD Number 108805
Website coldstream.com
Client types

Overview

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment portfolios for high net-worth individuals, families, and organizations. Coldstream has $10B in assets under management and offer a full panoply of client investment activities as well as a focus on financial planning. Coldstream is involved in stocks, bonds, and alternatives. In stocks, primarily they invest in mutual funds. Rainier Group Investment Advisory, LLC is now doing business as Coldstream Wealth Management, and Rainier Group Business Advisory continues to operate under the name and brand of The Rainier Group, Inc. Acquired Arnerich Massena in July 2024 to increase AUM to over $10B.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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