Overview
Assets Under Management: $6.7 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 238
Average Client Assets: $19.8 million
Frequently Asked Questions
COLUMBIA PACIFIC WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156225), COLUMBIA PACIFIC WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
COLUMBIA PACIFIC WEALTH MANAGEMENT is headquartered in SEATTLE, WA.
COLUMBIA PACIFIC WEALTH MANAGEMENT serves 238 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, COLUMBIA PACIFIC WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
COLUMBIA PACIFIC WEALTH MANAGEMENT manages $6.7 billion in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, COLUMBIA PACIFIC WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.45%
Average Client Assets: $19.8 million
Total Client Accounts: 6,489
Discretionary Accounts: 5,081
Non-Discretionary Accounts: 1,408
Regulatory Filings
CRD Number: 156225
Filing ID: 1747571
Last Filing Date: 2023-03-31 16:46:00