COLDSTREAM CAPITAL MANAGEMENT INC
Legal name: COLDSTREAM WEALTH MANAGEMENT
CRD #108805 SEC #801-39379 BELLEVUE, WA 425-283-1600
SEC Registered Private Funds
Total AUM
$12.4B
Discretionary
$10.8B
Employees
195
Clients
--
Accounts
4,519
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $12.4B | $10.8B | $1.6B | 195 | 0 |
| Jun 2025 | $12.4B | $10.8B | $1.6B | 195 | 0 |
| Mar 2025 | $10.5B | $9.2B | $1.3B | 165 | 0 |
| Jan 2025 | $10.7B | $10.4B | $294.8M | 164 | 0 |
| Dec 2024 | $9.7B | $9.4B | $218.8M | 153 | 0 |
| Dec 2024 | $9.7B | $9.4B | $218.8M | 153 | 0 |
| Aug 2024 | $9.7B | $9.4B | $218.8M | 153 | 0 |
| Mar 2024 | $7.6B | $7.3B | $250.3M | 137 | 0 |
| Dec 2023 | $7B | $6.8B | $198M | 133 | 0 |
| Oct 2023 | $7B | $6.8B | $198M | 133 | 0 |
| Jun 2023 | $6.5B | $6.3B | $214M | 127 | 0 |
| May 2023 | $6.5B | $6.3B | $214M | 127 | 0 |
| Mar 2023 | $6.5B | $6.3B | $214M | 127 | 0 |
| Jan 2023 | $7.2B | $7B | $179.7M | 100 | 0 |
| Mar 2022 | $7.2B | $7B | $179.7M | 100 | 0 |
| Oct 2021 | $6.2B | $6B | $124.5M | 99 | 0 |
| Oct 2021 | $6.2B | $6B | $124.5M | 99 | 0 |
| Oct 2021 | $6.2B | $6B | $124.5M | 99 | 0 |
| Jun 2021 | $5.7B | $5.6B | $85.6M | 91 | 0 |
| May 2021 | $4.3B | $4.2B | $80.5M | 69 | 0 |
| Apr 2021 | $4.3B | $4.2B | $80.5M | 69 | 0 |
| Apr 2021 | $4.3B | $4.2B | $80.5M | 69 | 0 |
| Mar 2021 | $4.3B | $4.2B | $80.5M | 69 | 0 |
| Mar 2021 | $4.3B | $4.2B | $80.5M | 69 | 0 |
| Jan 2021 | $4.1B | $3.9B | $248.8M | 69 | 0 |
| Jun 2020 | $3.3B | $3.1B | $212.2M | 61 | 0 |
| May 2020 | $3.3B | $3.1B | $212.2M | 61 | 0 |
| Jan 2020 | $2.8B | $2.6B | $170.8M | 61 | 0 |
| May 2019 | $2.8B | $2.6B | $170.8M | 61 | 0 |
| Mar 2019 | $2.8B | $2.6B | $170.8M | 61 | 0 |
| Mar 2019 | $2.8B | $2.6B | $170.8M | 61 | 0 |
| Apr 2018 | $2.6B | $2.4B | $237M | 55 | 0 |
| Mar 2018 | $2.6B | $2.4B | $237M | 57 | 0 |
| Sep 2017 | $2.1B | $1.9B | $196.7M | 57 | 1,100 |
| Apr 2017 | $2.1B | $1.9B | $196.7M | 57 | 1,100 |
| Mar 2017 | $2.1B | $1.9B | $196.7M | 57 | 1,100 |
| Mar 2017 | $1.9B | $1.8B | $119.6M | 57 | 900 |
| Dec 2016 | $1.9B | $1.8B | $119.6M | 52 | 600 |
| May 2016 | $1.9B | $1.8B | $119.6M | 52 | 600 |
| Mar 2016 | $1.6B | $1.5B | $85.2M | 52 | 600 |
| Mar 2016 | $1.6B | $1.5B | $85.2M | 52 | 600 |
| Dec 2015 | $1.5B | $1.4B | $120.9M | 40 | 600 |
| Nov 2015 | $1.5B | $1.4B | $120.9M | 40 | 600 |
| Nov 2015 | $1.5B | $1.4B | $120.9M | 40 | 600 |
| May 2015 | $1.5B | $1.4B | $120.9M | 40 | 600 |
| Mar 2015 | $1.5B | $1.4B | $120.9M | 40 | 600 |
| Mar 2015 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Jan 2015 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Dec 2014 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Oct 2014 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Oct 2014 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Jun 2014 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Mar 2014 | $1.4B | $1.3B | $72.7M | 31 | 500 |
| Feb 2014 | $1.2B | $1.1B | $72.8M | 31 | 500 |
| Nov 2013 | $1.2B | $1.1B | $72.8M | 31 | 500 |
| Nov 2013 | $1.2B | $1.1B | $72.8M | 31 | 500 |
| Oct 2013 | $1.2B | $1.1B | $72.8M | 31 | 500 |
| Apr 2013 | $1.2B | $1.1B | $72.8M | 31 | 500 |
| Oct 2012 | $1.1B | $1.1B | $45.9M | 11 | 500 |
| Sep 2012 | $1.1B | $1.1B | $45.9M | 11 | 500 |
| Apr 2012 | $1.1B | $1.1B | $45.9M | 11 | 500 |
| Mar 2012 | $1.1B | $1.1B | $45.9M | 11 | 500 |
| May 2011 | $900.8M | $860.7M | $40.1M | -- | -- |
| May 2011 | $900.8M | $860.7M | $40.1M | -- | -- |
| Mar 2011 | $900.8M | $860.7M | $40.1M | -- | -- |
| Mar 2011 | $900.8M | $860.7M | $40.1M | -- | -- |
| Mar 2011 | $900.8M | $860.7M | $40.1M | -- | -- |
| Jan 2011 | $812.8M | $781.1M | $31.7M | -- | -- |
| Jan 2011 | $812.8M | $781.1M | $31.7M | -- | -- |
| Jan 2011 | $812.8M | $781.1M | $31.7M | -- | -- |
| Jan 2011 | $812.8M | $781.1M | $31.7M | -- | -- |
| Jan 2011 | $812.8M | $781.1M | $31.7M | -- | -- |
| Dec 2010 | $812.8M | $781.1M | $31.7M | -- | -- |
| Oct 2010 | $812.8M | $781.1M | $31.7M | -- | -- |
| Aug 2010 | $812.8M | $781.1M | $31.7M | -- | -- |
| Jan 2010 | $803.4M | $803M | $437.4K | -- | -- |
| Oct 2009 | $803.4M | $803M | $437.4K | -- | -- |
| Apr 2009 | $803.4M | $803M | $437.4K | -- | -- |
| Mar 2009 | $803.4M | $803M | $437.4K | -- | -- |
| Mar 2008 | $1.1B | $1.1B | $0 | -- | -- |
| Jan 2008 | $1.1B | $1.1B | $0 | -- | -- |
| Sep 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Aug 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2007 | $1.1B | $1.1B | $0 | -- | -- |
| Mar 2006 | $885.7M | $885.7M | $0 | -- | -- |
| Mar 2006 | $846.4M | $844.6M | $1.8M | -- | -- |
| Oct 2005 | $846.4M | $844.6M | $1.8M | -- | -- |
| Oct 2005 | $846.4M | $844.6M | $1.8M | -- | -- |
| Jun 2005 | $627.6M | $627.6M | $0 | -- | -- |
| Mar 2004 | $508.4M | $508.4M | $0 | -- | -- |
| Dec 2003 | $388.1M | $388.1M | $0 | -- | -- |
| Mar 2002 | $377.8M | $377.8M | $0 | -- | -- |
DateDec 2025
Total AUM$12.4B
Discretionary$10.8B
Non-Disc.$1.6B
Employees195
Clients0
DateJun 2025
Total AUM$12.4B
Discretionary$10.8B
Non-Disc.$1.6B
Employees195
Clients0
DateMar 2025
Total AUM$10.5B
Discretionary$9.2B
Non-Disc.$1.3B
Employees165
Clients0
DateJan 2025
Total AUM$10.7B
Discretionary$10.4B
Non-Disc.$294.8M
Employees164
Clients0
DateDec 2024
Total AUM$9.7B
Discretionary$9.4B
Non-Disc.$218.8M
Employees153
Clients0
DateDec 2024
Total AUM$9.7B
Discretionary$9.4B
Non-Disc.$218.8M
Employees153
Clients0
DateAug 2024
Total AUM$9.7B
Discretionary$9.4B
Non-Disc.$218.8M
Employees153
Clients0
DateMar 2024
Total AUM$7.6B
Discretionary$7.3B
Non-Disc.$250.3M
Employees137
Clients0
DateDec 2023
Total AUM$7B
Discretionary$6.8B
Non-Disc.$198M
Employees133
Clients0
DateOct 2023
Total AUM$7B
Discretionary$6.8B
Non-Disc.$198M
Employees133
Clients0
DateJun 2023
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$214M
Employees127
Clients0
DateMay 2023
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$214M
Employees127
Clients0
DateMar 2023
Total AUM$6.5B
Discretionary$6.3B
Non-Disc.$214M
Employees127
Clients0
DateJan 2023
Total AUM$7.2B
Discretionary$7B
Non-Disc.$179.7M
Employees100
Clients0
DateMar 2022
Total AUM$7.2B
Discretionary$7B
Non-Disc.$179.7M
Employees100
Clients0
DateOct 2021
Total AUM$6.2B
Discretionary$6B
Non-Disc.$124.5M
Employees99
Clients0
DateOct 2021
Total AUM$6.2B
Discretionary$6B
Non-Disc.$124.5M
Employees99
Clients0
DateOct 2021
Total AUM$6.2B
Discretionary$6B
Non-Disc.$124.5M
Employees99
Clients0
DateJun 2021
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$85.6M
Employees91
Clients0
DateMay 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$80.5M
Employees69
Clients0
DateApr 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$80.5M
Employees69
Clients0
DateApr 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$80.5M
Employees69
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$80.5M
Employees69
Clients0
DateMar 2021
Total AUM$4.3B
Discretionary$4.2B
Non-Disc.$80.5M
Employees69
Clients0
DateJan 2021
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$248.8M
Employees69
Clients0
DateJun 2020
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$212.2M
Employees61
Clients0
DateMay 2020
Total AUM$3.3B
Discretionary$3.1B
Non-Disc.$212.2M
Employees61
Clients0
DateJan 2020
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$170.8M
Employees61
Clients0
DateMay 2019
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$170.8M
Employees61
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$170.8M
Employees61
Clients0
DateMar 2019
Total AUM$2.8B
Discretionary$2.6B
Non-Disc.$170.8M
Employees61
Clients0
DateApr 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$237M
Employees55
Clients0
DateMar 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$237M
Employees57
Clients0
DateSep 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$196.7M
Employees57
Clients1,100
DateApr 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$196.7M
Employees57
Clients1,100
DateMar 2017
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$196.7M
Employees57
Clients1,100
DateMar 2017
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$119.6M
Employees57
Clients900
DateDec 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$119.6M
Employees52
Clients600
DateMay 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$119.6M
Employees52
Clients600
DateMar 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$85.2M
Employees52
Clients600
DateMar 2016
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$85.2M
Employees52
Clients600
DateDec 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.9M
Employees40
Clients600
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.9M
Employees40
Clients600
DateNov 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.9M
Employees40
Clients600
DateMay 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.9M
Employees40
Clients600
DateMar 2015
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$120.9M
Employees40
Clients600
DateMar 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateJan 2015
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateDec 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateOct 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateOct 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateJun 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateMar 2014
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$72.7M
Employees31
Clients500
DateFeb 2014
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.8M
Employees31
Clients500
DateNov 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.8M
Employees31
Clients500
DateNov 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.8M
Employees31
Clients500
DateOct 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.8M
Employees31
Clients500
DateApr 2013
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$72.8M
Employees31
Clients500
DateOct 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.9M
Employees11
Clients500
DateSep 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.9M
Employees11
Clients500
DateApr 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.9M
Employees11
Clients500
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$45.9M
Employees11
Clients500
DateMay 2011
Total AUM$900.8M
Discretionary$860.7M
Non-Disc.$40.1M
Employees--
Clients--
DateMay 2011
Total AUM$900.8M
Discretionary$860.7M
Non-Disc.$40.1M
Employees--
Clients--
DateMar 2011
Total AUM$900.8M
Discretionary$860.7M
Non-Disc.$40.1M
Employees--
Clients--
DateMar 2011
Total AUM$900.8M
Discretionary$860.7M
Non-Disc.$40.1M
Employees--
Clients--
DateMar 2011
Total AUM$900.8M
Discretionary$860.7M
Non-Disc.$40.1M
Employees--
Clients--
DateJan 2011
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2011
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2011
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2011
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2011
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateDec 2010
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateOct 2010
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateAug 2010
Total AUM$812.8M
Discretionary$781.1M
Non-Disc.$31.7M
Employees--
Clients--
DateJan 2010
Total AUM$803.4M
Discretionary$803M
Non-Disc.$437.4K
Employees--
Clients--
DateOct 2009
Total AUM$803.4M
Discretionary$803M
Non-Disc.$437.4K
Employees--
Clients--
DateApr 2009
Total AUM$803.4M
Discretionary$803M
Non-Disc.$437.4K
Employees--
Clients--
DateMar 2009
Total AUM$803.4M
Discretionary$803M
Non-Disc.$437.4K
Employees--
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$885.7M
Discretionary$885.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$846.4M
Discretionary$844.6M
Non-Disc.$1.8M
Employees--
Clients--
DateOct 2005
Total AUM$846.4M
Discretionary$844.6M
Non-Disc.$1.8M
Employees--
Clients--
DateOct 2005
Total AUM$846.4M
Discretionary$844.6M
Non-Disc.$1.8M
Employees--
Clients--
DateJun 2005
Total AUM$627.6M
Discretionary$627.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$508.4M
Discretionary$508.4M
Non-Disc.$0
Employees--
Clients--
DateDec 2003
Total AUM$388.1M
Discretionary$388.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$377.8M
Discretionary$377.8M
Non-Disc.$0
Employees--
Clients--