Coldstream Wealth Management
Multi family office in Bellevue, United States, founded 1996; reported AUM $14.1B; focus on real estate.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Bellevue, United States
- FOUNDED
- 1996
- AUM
- $14.1B (2026)
Investment approach
- SECTORS
- Real Estate & PropTech
- ROUTES
- Companies (direct)
Overview
Founded in 1996, this multi family office has its headquarters in Bellevue, United States. Its reported assets under management are $14.1B (2026); its sector focus covers real estate. It invests directly in companies; 2 people are named on its team.
People
- Kevin FitzwilsonManaging Shareholder · source
- Roger ReynoldsFounder · source
Frequently asked questions
Coldstream Wealth Management is a multi family office based in Bellevue, the United States, founded in 1996.
Coldstream Wealth Management invests directly in companies. Capital origin: client families' capital.
Coldstream Wealth Management invests in Real Estate & PropTech.
Key people at Coldstream Wealth Management include Kevin Fitzwilson (Managing Shareholder) and Roger Reynolds (Founder).