Chief Operating Officer · Coldstream Wealth Management
Matthew A. Sonnen
CRD 3059489 · Named on Form ADV at one SEC-registered adviser
At a glance
Coldstream Wealth Management, an SEC-registered wealth manager based in Bellevue, WA with $13.9 billion in regulatory assets, lists Matthew A. Sonnen on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Coldstream Wealth ManagementChief Operating OfficerWealth manager · Bellevue, WA · $14B in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Roger C. ReynoldsShareholder, Coldstream Wealth Management
- Kevin M. FitzwilsonChief Executive Officer; Chairman of Board, Coldstream Wealth Management
- Erika E. YelleChief Compliance Officer, Coldstream Wealth Management
- David G. RobertsBoard Director, Coldstream Wealth Management
- Heather A. RedmanBoard Director, Coldstream Wealth Management
6 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.