Columbia Pacific Wealth Management
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Overview
Columbia Pacific Wealth Management, located at 1910 Fairview Ave E, Seattle, Washington, 98102-3620, is a financial advisory firm registered in multiple states, including Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Idaho, Nevada, New Jersey, New York, North Carolina, Oregon, Tennessee, Texas, and Washington.
The firm oversees $6.7 billion in assets under management (AUM) across 6489 accounts. A team of 30 financial advisors manage these accounts, with a majority of them (5081) being discretionary accounts. Discretionary accounts are those where the firm’s portfolio managers have the authority to buy and sell investments on behalf of their clients without first seeking approval.
In the last fiscal year, Columbia Pacific Wealth Management provided financial planning services to 1000 clients. The firm offers a variety 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.
The firm uses different types of fee structures, including asset-based, fixed, and other. However, it does not participate in a wrap fee program.
Columbia Pacific Wealth Management works with various types of investors, such as retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations, and corporations. The firm's largest client type by accounts is retail investors, and it also serves 25 high net worth clients.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Columbia Pacific Wealth Management by the Numbers
$6.7 billion
44
6,489
$1.0 million
Products and Services
Columbia Pacific Wealth Management provides multiple services, which can include 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. In the prior financial year, it provided 1000 of its customers with financial planning services. The firm does not sell products or offer services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on the type of services provided. Fees charged by Columbia Pacific Wealth Management can include any blend of the following fee types: asset-based, fixed or other. Columbia Pacific Wealth Management does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Columbia Pacific Wealth Management manages money for a broad range of clients. Columbia Pacific Wealth Management provides services to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 6,489 customers, Columbia Pacific Wealth Management's largest client group is retail investors, although it also serves 238 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 25.27%
- Other Individuals - 71.55%
- Corporations - 2.23%
- Charitable Organizations - 0.96%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Columbia Pacific Wealth Management does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Columbia Pacific Wealth Management
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
Seattle, WA
San Francisco, CA
Seattle, WA
Seattle, WA
Seattle, WA
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