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    Columbia Pacific Wealth Management

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    Description

    • A comprehensive wealth management firm with access to unique investment opportunities. We understand that relationships are built on trust. Our shared family office approach allows us to be engaging, responsive, and solutions-oriented. We aim to deliver insightful, customized strategies in a collaborative and transparent environment.No two clients are alike. Each phase of building, protecting, and distributing wealth represents challenges and opportunities. We empower our clients by clarifying objectives, addressing risks, and implementing strategies to enhance their total balance sheet.Our portfolios serve a purpose. An understanding of each client's personal balance sheet enables us to design and manage meaningful portfolios that evolve with changing needs.
    • location

      Headquarters:1910 Fairview Avenue East Suite 200, Seattle, Washington, United States

      More
    • Columbia Pacific Wealth Management phone

      Phone Number: +1 206-257-3577

    • Columbia Pacific Wealth Management website

      Website: https://www.columbiapacificwm.com

    • Columbia Pacific Wealth Management employees

      Employees:33

    • Columbia Pacific Wealth Management revenue

      Revenue:$10 - 50M

    • Columbia Pacific Wealth Management legal name

      Legal Name:Columbia Pacific Wealth Management

    • Columbia Pacific Wealth Management's Social Media

      Columbia Pacific Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523120  |

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    Person level website identification

    President And Chief Operations Officer And Chief Information Officer for Columbia Pacific Wealth Management

    Derek Crump

    President And Chief Operations Officer And Chief Information Officer

    Person level website visitor identification

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    View Employees

    Derek Crump

    President And Chief Operations Officer And Chief Information Officer

    Craige Bertero

    Co-Founder San Francisco Office

    Peder Schmitz

    Co-Founder And Managing Partner

    Dan Damond

    Managing Partner

    Matthew Day

    Relationship Manager, Partner

    Frequently Asked Questions regarding Columbia Pacific Wealth Management

    • Where are Columbia Pacific Wealth Management's Headquarters?

      Columbia Pacific Wealth Management's Headquarters are in 1910 Fairview Avenue East Suite 200,Seattle,Washington,United States

    • What is Columbia Pacific Wealth Management's phone number?

      Columbia Pacific Wealth Management's phone number is +1 206-257-3577

    • What is Columbia Pacific Wealth Management's official website?

      Columbia Pacific Wealth Management's official website is https://www.columbiapacificwm.com

    • What is Columbia Pacific Wealth Management's Revenue?

      Columbia Pacific Wealth Management's revenue is $10 - 50M

    • What is Columbia Pacific Wealth Management's NAICS code?

      Columbia Pacific Wealth Management's NAICS code is 523120

    • How many employees are working in Columbia Pacific Wealth Management

      Columbia Pacific Wealth Management has 33 employees

    • What is Columbia Pacific Wealth Management's Industry?

      Columbia Pacific Wealth Management is in the industry of Investment Management

    • Who is Columbia Pacific Wealth Management's President And Chief Operations Officer And Chief Information Officer?

      Columbia Pacific Wealth Management's President And Chief Operations Officer And Chief Information Officer is Derek Crump

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