Coldstream Wealth Management to Merge with LWM Wealth Management in Alaska.
MANews-(C)2009-2022
Washington, US-based wealth management firm Coldstream Wealth Management is merging with Kenai, Alaska-based firm LWM Wealth Management,
The firm said.
LWM Wealth Management has approximately USD 170m in assets under management.
LWM, owned by Roy A. Wells CFP and Mark Griffin CFP, will operate under the Coldstream brand.
Upon completion of the merger, Coldstream will have 26 financial advisors, 122 employees and more than USD 7bn in assets under management.
Coldstream's expansion into Alaska reinforces its position as one of the top independent wealth management firms in the fast-growing Pacific Northwest.
It comes on the heels of its recent mergers with Paracle Advisors (Mercer Island, Wash.) and Rosenbaum Financial...
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