# COLUMBIA WEALTH ADVISORS LLC

COLUMBIA WEALTH ADVISORS LLC of SCAPPOOSE, OR is an SEC-registered investment adviser.

## Registration

- CRD: 288720
- Type: SEC-registered investment adviser
- Location: 33555 E COLUMBIA AVE, SCAPPOOSE, OR, 97056
- Phone: 9715700346
- Latest filing: 2025-07-16
- Regulatory AUM: $24.2M
- Discretionary AUM: $24.2M
- Clients: 1
- Accounts: 105

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288720/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288720/similar
- Related entities: https://search.stillhousedata.com/firm/288720/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288720

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.