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Coldstream Wealth ManagementFinancial advisor in Seattle, WA

Coldstream Wealth Management is a financial advisor at 1200 Westlake Ave N #900, Seattle, WA 98109, ranked #37 of 61 wealth managers in Seattle and rated 2.3 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Seattle, WAUpdated 0 paid placements in any rankingHow we rank

Call (206) 281-7700Website ↗

Key facts

Key facts about Coldstream Wealth Management
Address1200 Westlake Ave N #900, Seattle, WA 98109Get directions
Phone(206) 281-7700
Websitecoldstream.com
HoursMonday to Friday: 7 AM – 4 PM
Google rating2.3 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Seattle and 11 towns within 25 miles: Bellevue, Mercer Island, Kirkland, White Center, Inglewood-Finn Hill, Bainbridge Island, Shoreline, Lake Forest Park, Kenmore, Kingsgate and Bryn Mawr-Skyway.

Based in Seattle, WAView on map

Opening hours

Opening hours for Coldstream Wealth Management
DayHours
Monday7 AM – 4 PM
Tuesday7 AM – 4 PM
Wednesday7 AM – 4 PM
Thursday7 AM – 4 PM
Friday7 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Coldstream Wealth Management

How is Coldstream Wealth Management ranked in Seattle?

Coldstream Wealth Management is ranked #37 of 61 wealth managers in Seattle by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Coldstream Wealth Management’s hours?

Coldstream Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 7 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Coldstream Wealth Management serve?

Serves Seattle and 11 towns within 25 miles: Bellevue, Mercer Island, Kirkland, White Center, Inglewood-Finn Hill, Bainbridge Island, Shoreline, Lake Forest Park, Kenmore, Kingsgate and Bryn Mawr-Skyway. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Coldstream Wealth Management?

Coldstream Wealth Management has a rating of 2.3 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Coldstream Wealth Management?

Call Coldstream Wealth Management on (206) 281-7700. The business is at 1200 Westlake Ave N #900, Seattle, WA 98109. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Coldstream Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Coldstream Wealth Management (this business)—612.3 (3)NoNo
Merrill Lynch Wealth Management#35623.0 (6)NoNo6.5 mi
WealthCollab LLC#36615.0 (3)NoNo7.3 mi
Cascade Guided Wealth#38615.0 (3)NoNo7.5 mi

See all 61 ranked wealth managers in Seattle