Derek
Crump

Columbia Pacific Wealth Management

CRD#4531442
Investment Advisor
in Seattle, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Derek Crump is a financial advisor based out of Seattle, Washington with a total of 8 years of relevant experience. Crump currently works for Columbia Pacific Wealth Management. Over the course of their career, they have held roles at Columbia Pacific Wealth Management, Ci Columbia Pacific Private Wealth, Cipw Service Company, LLC and Kibble & Prentice Holding Company. Crump holds a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Washington. Columbia Pacific Wealth Management is a registered investment company that has its headquarters in Seattle, WA. The firm has offices in two locations and a total of 44 advisors. It handles $7 billion in assets across its 6,489 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves nine charitable organizations. Of its 6,489 accounts, 25% are associated with high-net-worth individuals who have at least $1 million in investable assets. Columbia Pacific Wealth Management provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Columbia Pacific Wealth Management may include asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1910 Fairview Ave E Suite 200
Seattle, WA 98102-3620

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Columbia Pacific Wealth Management Brokerage Details

Total Assets Under Management

$6,692,219,926

WA Average: $3,566,627,242
Total Number of Employees

44

WA Average: 46
Total Number of Accounts

6,489

WA Average: 1,499
Average Account Size

$1,031,318

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Derek Crump Work History

Derek has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Ci Columbia Pacific Private Wealth

2022 - Present (2 years)

Cipw Service Company, LLC

2015 - Present (9 years)

Columbia Pacific Wealth Management

2000 - 2015 (15 years)

Kibble & Prentice Holding Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Derek Crump to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Columbia Pacific Wealth Management

Sean O'Connor
Seattle, WA
Taylor Koivu
Seattle, WA
Kathleen Gannon
Seattle, WA
Theodore Beebe
San Francisco, CA
Jacob Benson
Seattle, WA
Amanda Skrivanich
Seattle, WA
Jordan Peterson
Seattle, WA
Kavin Hariharan
San Francisco, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started