Kyle B. Larson
Professional summary
Kyle Berkley Larson, CFP® is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Mercer Island, Washington.
Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyle has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Berkley Larson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2021 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: 7900 Se 28th Street Suite 204, Mercer Island, WA 98040May 7, 2015 - June 23, 2021
PARACLE ADVISORS LLC
Primary Firm SEC Registration
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2023)
(6/24/2021)
Exams
Current Firm
COLDSTREAM WEALTH MANAGEMENT
CRD#: 108805 / SEC#: 801-39379
Contact information
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
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