Wentao Liu
Investment adviser representative at Coldstream Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Coldstream Wealth ManagementSep 2025 to now
- Mainsail FinancialOct 2024 to Sep 2025
- Mainsail Financial Group, LLCOct 2024 to Sep 2025
- PNC Wealth ManagementApr 2022 to Oct 2024
- Evoke AdvisorsJan 2022 to Apr 2022
- PNC Wealth ManagementJul 2019 to Dec 2021
- N/aFeb 2018 to Jul 2019
- Pa International AcademyJul 2013 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Coldstream Wealth Management
Legal name: Coldstream Capital Management Inc
$13.9BAssets managed
4,386Clients
140Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7493778
- Firm CRD
- 108805