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Erika Swick Allen

Coldstream Wealth Management

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About Erika Swick Allen

Erika Swick Allen is an Investment Advisor Representative at Coldstream Wealth Management. Erika has been in the industry since 2004. She is a Personal Financial Specialist and holds a Series 65 license. She is registered with the state of Washington. Erika previously worked at Peterson Sullivan LLP and Harrison Berkman Claypool & Guard. Erika is registered as an Investment Advisor Representative in California and Washington. She is also registered as an Investment Advisor Representative in Arizona.

Firm Information

Erika Allen is currently registered with Coldstream Wealth Management. Coldstream Wealth Management is an investment advisor based in Bellevue, Washington with over $10 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Coldstream Wealth Management

ONE - 100TH AVENUE NE

BELLEVUE, WA 98004

$10.67B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Project by project basis

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Erika Allen’s Registration & Firm History

WA

01/21/2025 - Present

Coldstream Wealth Management (Seattle WA)

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Licenses & Designations

IA

Issued 09/25/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erika Swick Allen.
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