Deal snapshot: 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...

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