COLUMBIA STRATEGIC WEALTH ADVISORS, LLC

COLUMBIA STRATEGIC WEALTH ADVISORS, LLC of SEATTLE, WA is an SEC-registered investment adviser (CRD 306966). Regulatory assets under management: $13.3M.

Registration

• CRD: 306966
• Type: Registered investment adviser
• Location: 9030 35TH AVENUE SW, SEATTLE, WA, 98126
• Phone: 206-701-9196
• Latest filing: 2026-03-11
• Regulatory AUM: $13.3M
• Non-discretionary AUM: $13.3M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306966 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search