WV
William F. Vipond Jr.
COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 5884874
WV
Professional summary
William F. Vipond Jr., who also goes by Bill VIpond, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Vipond
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PRESIDENT AND CEO OF CROSS-DOCK DEVELOPMENT CORP. REAL ESTATE DEVELOPMENT AND BROKERAGE COMPANY. THE BUSINESS IS NOT INVESTMENT RELATED. IT IS LOCATED AT 90 NW DOGWOOD STREET, ISSAQUAH, WA 98027. START DATE NOV. 1, 1999. THIS IS MY PRIMARY BUSINESS AND I OPERATE IT FULL TIME (IN EXCESS OF 40 HOURS PER WEEK), INCLUDING DURING TRADING HOURS. I AM A LICENSED REAL ESTATE BROKER IN THE STATES OF WASHINGTON AND CALIFORNIA. I AM NOT RESPONSIBLE FOR ANY TRADING ACTIVITY ON BEHALF OF CLIENTS. THE VIPOND BUILDING IS AN OFFICE BUILDING THAT I SOLELY OWN IN ISSAQUAH, LOCATED AT 90 NW DOGWOOD ST, ISSAQUAH, WA 9802. I AM OFFICED IN THE FRONT AND LEASE OUT THE BACK FOR RENTAL INCOME. I SPEND ABOUT TWO HOURS A MONTH COLLECTING RENTS AND HIRING VENDORS TO MAINTAIN THE PROPERTY. THE BUSINESS IS NOT INVESTMENT-RELATED. OUTLOOK POINTE HOMEOWNER'S ASSOCIATION IS THE HOA FOR MY PERSONAL RESIDENCE. THIS IS A NON-PROFIT CORPORATION AND I AM THE PRESIDENT OF THE HOA. I SPEND ABOUT ONE HOUR A MONTH WITH ISSUES PERTAINING TO RUNNING THE HOA. I RECEIVE NO COMPENSATION. THE BUSINESS IS NOT INVESTMENT-RELATED. BILL VIPOND ADVENTURES IS A WEBSITE ( WWW.BILLVIPONDADVENTURES.COM ) ALONG WITH MY INSTAGRAM HTTPS://WWW.INSTAGRAM.COM/BILL_VIPOND/ THAT PROVIDES INFORMATION ABOUT SKIING AND MOUNTAIN CLIMBING ADVENTURES; SOMETIMES I AM PAID PUBLIC SPEAKING FEES AND/OR GUIDE FEES FOR ORGANIZING, GUIDING, AND LECTURING ABOUT THESE ADVENTURES. THE AMOUNT OF TIME SPENT EQUATES TO ABOUT TWO-FIVE WEEKS A YEAR, ABOUT THE TIME IT TAKES TO COMPLETE AN EXPEDITION OR ADVENTURE. THIS IS MOSTLY A HOBBY BUT SOME YEARS IT MAKES MONEY WITH WHICH I TRY TO FUND PHILANTHROPIC VENTURES. THE BUSINESS IS NOT INVESTMENT-RELATED. I AM A SHAREHOLDER IN LEOPONA INC. DBA AUDIOSOCKET AND EARLY STAGE PARTNERS FUND, L.P. (PRIVATE INVESTMENTS). THESE ARE PASSIVE INVESTMENTS FOR ME (A MUSIC CATALOG AND FEATURE-LENGTH MOVIE THAT IS IN DISTRIBUTION). I WAS AN EXECUTIVE PRODUCER AND BOARD MEMBER (RETIRED), BUT NOW I AM JUST AN INVESTOR THAT OWNS STOCK WITH NO ACTIVE ENGAGEMENT- I SPEND MAYBE AN HOUR EVERY SIX MONTHS ON INVESTORS STATUS CONFERENCE CALLS. I AM NOT COMPENSATED AND I HAVE RECEIVED NO -INCOME OFF OF THESE INVESTMENTS YET.
CRS (Client Relationship Summary) - RIA
Click below to view William F. Vipond Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 15, 2021 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004RIA
CRD#: 108805
Bellevue, WA
Past
July 16, 2014 - August 27, 2021
VIITAE CAPITAL ADVISORS, LLC
RIA
CRD#: 170953
ISSAQUAH, WA
Past
February 14, 2011 - November 19, 2013
GRANGE CAPITAL, LLC
RIA
CRD#: 131699
BEAVERTON, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
COLDSTREAM WEALTH MANAGEMENT
COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC
CRD#: 108805 / SEC#: 801-39379
RIA
Registered Investment Advisory firm - (7/23/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(9/15/2021)
Current Firm
CW
COLDSTREAM WEALTH MANAGEMENT
COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC
CRD#: 108805 / SEC#: 801-39379
RIA
Registered Investment Advisory firm - (7/23/1991 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
One - 100th Avenue Ne Suite 102, Bellevue, WA 98004
Mailing Address
Phone number
(425) 283-1600
Established
Firm type
Fiscal year end
# of Employees
195
SEC notice filing (33 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,519 |
| AUM (Assets Under Management) | $ 12,438,532,202 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/27/2024 | ||
| 09/29/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
