Coldstream Wealth Management Employee Directory

Q: What is Coldstream Wealth Management known for?

Coldstream Wealth Management was founded in 1996. Coldstream Wealth Management operates in the Financial Services industry.

Financial ServicesUnited States201-500 Employees

Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996. We’re here to guide you through the financial complexities in your life so that you can have peace of mind while achieving the financial and lifestyle goals important to you. 

© 2025 Coldstream Holdings, Inc. is the parent company of complementary lines of services: Investment advisory is offered by Coldstream Capital Management, Inc. dba Coldstream Wealth Management. Property and casualty insurance is offered by FIT Insurance, Inc. dba Coldstream Risk Management. All Rights Reserved.

Find Coldstream Wealth Management employees' phone numbers or email addresses

Coldstream Wealth Management Global Highlights

North America
235

United States Of America
233
Canada
2

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Asia
1

Philippines
1

Coldstream Wealth Management's Leadership

A. M. S.
Chief Client Experience Officer / Board Member
Mobile Phone
Email
B. S.
Chief Investment Officer
Mobile Phone
Email
D. C.
Chief Growth Officer
Mobile Phone
Email
P. G.
President
Mobile Phone
Email
P. B.
Fit Insurance Co-Founder & Team Lead
Mobile Phone
Email
T. L.
Partner And Relationship Manager
Mobile Phone
Email
S. U.
Director Of Information Technology
Mobile Phone
Email
M. S.
Wealth Manager
Mobile Phone
Email

Contact profiles from Coldstream Wealth Management

Name

Title

Contact Info

Location

Last Update

R. Y.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Oct 23, 2025
D. M.
Integration Manager
Mobile Phone
Email
United StatesOregon
Sep 10, 2025
D. M.
Wealth Manager
Mobile Phone
Email
United StatesIdaho
Oct 22, 2025
G. G.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Jun 05, 2025
J. L. M.
Wealth Manager/Shareholder
Mobile Phone
Email
United StatesAlaska
Sep 12, 2025
J. G. C.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Aug 09, 2025
K. S.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Sep 11, 2025
K. R.
Wealth Manager
Mobile Phone
Email
United StatesOregon
Jun 03, 2025
M. R.
Team Lead & Wealth Manager
Mobile Phone
Email
United States
Oct 18, 2025
T. E.
Associate Wealth Manager
Mobile Phone
Email
United StatesOregon
Sep 05, 2025

Frequently Asked Questions

What is Coldstream Wealth Management known for?

Coldstream Wealth Management was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in One 100th Ave. NE, Suite 102, Bellevue, WA 98004, US; you can contact the main corporate office by phone at

+1-425-283-****

. Explore Coldstream Wealth Management's company overview page for more information.

What is Coldstream Wealth Management's most common email format?

Coldstream Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Coldstream Wealth Management email formats with LeadIQ.

How many employees does Coldstream Wealth Management have currently?

Coldstream Wealth Management has approximately 238 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Coldstream Wealth Management's key employees and leadership?

As of October 2025, Coldstream Wealth Management's key employees include:

Chief Client Experience Officer / Board Member: A. M. S.
Chief Investment Officer: B. S.
Chief Growth Officer: D. C.
President: P. G.
Fit Insurance Co-Founder & Team Lead: P. B.

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