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AS

Alexander J. Schrempf

COLDSTREAM WEALTH MANAGEMENT
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7466711
AS

Professional summary

Alexander Jordan Schrempf is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexander has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Jordan Schrempf's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 21, 2022 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004
RIA
CRD#: 108805
Bellevue, WA

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
(12/21/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2022
Uniform Investment Adviser Law Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV - PART 2A - CWM - 2025 06 17 (6/17/2025)

Regulatory assets under management

Total Number of Accounts4,519
AUM (Assets Under Management)$ 12,438,532,202

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
Report
08/27/2024
Cover Page
Report
09/29/2023
Cover Page
Report

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.

Company Information

COLDSTREAM WEALTH MANAGEMENT

CRD#: 108805Bellevue, WA 98004

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