What departments does Coldstream have?

Coldstream has employees across 6 departments including Information Technology, Program & Project Management, Operations, Business Development, Consultant.

What is the largest department at Coldstream?

The largest department at Coldstream is Program & Project Management with 2 employees.

Where are Coldstream employees located globally?

Coldstream has employees across 4 continents and 5 countries including Philippines, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Venezuela.

How has Coldstream's team size changed over time?

Coldstream's team has decreased from approximately 191 to 161 employees based on available data.

Coldstream Employee Directory

Q: Who are Coldstream's key employees and leadership?

Coldstream's key employees include: President: P. G..

Financial ServicesWashington, United States201-500 Employees

Coldstream Wealth Management operates as part of Coldstream Holdings, Inc., an employee-owned financial services firm based in Bellevue, Washington. Investment advisory services are provided through Coldstream Capital Management, Inc., doing business as Coldstream Wealth Management, while property and casualty insurance is offered by FIT Insurance, Inc., doing business as Coldstream Risk Management. The firm has served high-net-worth clients since 1996, helping them navigate financial complexities to pursue their financial and lifestyle goals. The arrangement links advisory and risk-management offerings, presenting an integrated approach to managing wealth.

The company is a mid-sized firm in the financial services sector, based in Bellevue, Washington, with expansion activity beyond the state. In 2026, Coldstream opened a new office in Bend, Oregon.

Coldstream Global Highlights

North America
257

United States Of America
255
Canada
2

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

Philippines
1

South America
1

Venezuela
1

Coldstream's Leadership

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
A. S.
Lead Advisor
Mobile Phone
Email
D. R.
Portfolio Manager
Mobile Phone
Email
D. L.
Team Operations Manager & Senior Wealth Management Associate
Mobile Phone
Email
I. C. C. C. C.
Associate Wealth Manager & Wealth Planner
Mobile Phone
Email

Coldstream Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Human Resources
Accounting
Other
Finance

Contact profiles from Coldstream

Name

Title

Contact Info

Location

Last Update

K. S.
Associate Wealth Manager
Mobile Phone
Email
Oct 23, 2024
K. B.
Wealth Manager
Mobile Phone
Email
Oct 17, 2024
K. R.
Private Client Services Team Lead
Mobile Phone
Email
Jul 07, 2024
R. V.
Portfolio Manager
Mobile Phone
Email
Oct 16, 2024
R. M.
Wealth Manager
Mobile Phone
Email
Jul 28, 2024
V. B.
Operations Manager
Mobile Phone
Email
Oct 21, 2024
H. H.
Advisor
Mobile Phone
Email
Oct 23, 2024
J. H.
Wealth Management Associate
Mobile Phone
Email
Sep 11, 2025
K. R.
Front Desk Coordinator
Mobile Phone
Email
Oct 22, 2024
L. C.
Operations Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Coldstream known for?

Coldstream was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-425-283-****

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

What is Coldstream's most common email format?

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

How many employees does Coldstream have currently?

Coldstream has approximately 256 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAsia.

Who are Coldstream's key employees and leadership?

As of July 2026, Coldstream's key employees include:

President: P. G.
Fit Insurance Co-Founder & Team Lead: P. B.
Partner And Relationship Manager: T. L.
Director Of Information Technology: S. U.
Lead Advisor: A. S.

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Coldstream Employee Directory

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