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Working at Coldstream Wealth Management

Zippia score 3.8

Overview

JobsRevenue

Reviews

DemographicsCompetitorsCEO & Executives

Coldstream Wealth Management overview

Industry
Investment Service
Revenue
$7.5M
Headquarters
Employees
35
Founded in
Website
Organization type
Private
Social media
Coldstream is an independent wealth management firm providing customized portfolio management, sophisticated financial planning, and personalized client services to high net worth individuals and families. Founded in 1996 and based in Bellevue, WA, we also design and advise on pension and profit sharing plans, wealth planning services unique to injury settlement, and manage portfolios for charitable organizations and corporations.
Founded in 1996, Coldstream Wealth Management is an established company that loves to hire graduates from Miami University, with 12.0% of its employees having attended Miami University. Want to compare Coldstream Wealth Management to some other great places to work in Bellevue, WA? We suggest taking a look at Zippia's list of Best Companies to Work For in Bellevue, WA.
Based in Bellevue, WA, Coldstream Wealth Management is a small finance company with only 35 employees and an annual revenue of $7.5M.

Coldstream Wealth Management's mission statement

To provide peace of mind and make a difference in people's lives. What gets us out of bed in the morning is knowing that our work genuinely matters to people.

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The team at Coldstream Wealth Management

  • The founders of Coldstream Wealth Management is Peter Beeson.
  • The key people at Coldstream Wealth Management is Peter Beeson.
Key people
Peter Beeson

Coldstream Wealth Management Rankings

Coldstream Wealth Management is ranked #85 on the Best Finance companies to work for in Washington list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Coldstream Wealth Management diversity

7.7
Diversity score
We calculated Coldstream Wealth Management’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Coldstream Wealth Management’s workforce.
Coldstream Wealth Management diversity summary. Zippia estimates Coldstream Wealth Management's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Coldstream Wealth Management's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Coldstream Wealth Management's workforce.
  • Coldstream Wealth Management has 35 employees.
  • 36% of Coldstream Wealth Management employees are women, while 64% are men.
  • The most common ethnicity at Coldstream Wealth Management is White (67%).
  • 12% of Coldstream Wealth Management employees are Black or African American.
  • 10% of Coldstream Wealth Management employees are Hispanic or Latino.
  • The average employee at Coldstream Wealth Management makes $62,974 per year.
  • Employees at Coldstream Wealth Management stay with the company for 3.8 years on average.

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Coldstream Wealth Management financial performance

8.6
Performance score

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Updated March 14, 2024

Zippia gives an in-depth look into the details of Coldstream Wealth Management, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Coldstream Wealth Management. The employee data is based on information from people who have self-reported their past or current employments at Coldstream Wealth Management. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Coldstream Wealth Management. The data presented on this page does not represent the view of Coldstream Wealth Management and its employees or that of Zippia.

Coldstream Wealth Management may also be known as or be related to COLDSTREAM CAPITAL MANAGEMENT INC, Coldstream, Coldstream Capital Management, Coldstream Holdings, Inc and Coldstream Wealth Management.