Filings through .
Coldstream Wealth Management
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served12+6 YoYRank #1670 of mapped providers
Assets under administration$1.2B0.0%Rank #4606 by share of filed assets
Fees received$467,358Median $22,557/planSum across Schedule C direct + indirect
Net wins YoY+23 won - 1 lostPlan-level switch detection
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