COLUMBIA WEALTH ADVISORS LLC

COLUMBIA WEALTH ADVISORS LLC of SCAPPOOSE, OR is an SEC-registered investment adviser (CRD 288720). Regulatory assets under management: $24.2M.

Registration

• CRD: 288720
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288720 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search