Insights
December 16, 2025
Coldstream Surpasses $14.05 Billion in Total Client Assets
In Awards & Recognition, Coldstream Happenings
We are proud to announce that we have surpassed $14.05 billion in total client assets, completing another record year of growth. Our firm’s organic and merger-based growth has exceeded our three-year strategic plan ahead of schedule, which we have accomplished without external capital.
Thank you to our wonderful team who made this happen and their dedication to enhancing people’s lives.
Read the full press release here.
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Contributions from: Kim Rosenberg, CFP®, Katie Quick, CFP®, Katelyn Spangler, CFP®