Columbia Pacific Wealth Management
A comprehensive wealth management firm with access to unique investment opportunities.
Wealth is Personal.
We understand the connection between our clients and the assets we are entrusted to protect and progress.
Our team of experienced professionals share one vision: To create a collaborative, client-centric environment that delivers high-touch service and insightful wealth management strategies.
Columbia Pacific Wealth Management is an independent, SEC registered investment advisor that provides comprehensive wealth management strategies for a select number of high net worth individuals, families, foundations and endowments.
No two clients are alike
Knowledge instills trust. As wealth managers, it is imperative that we understand our clients’ unique situations and challenges.
Disclosure and Legal Notices
CPCM, LLC (also known as Columbia Pacific Capital Management “CPCM”) was founded in January 2011. On April 15, 2015 we changed our dba to Columbia Pacific Wealth Management “CPWM”). CPCM, LLC is a SEC registered investment adviser located in Seattle, Washington. Registration of an investment adviser with the Securities and Exchange Commission does not imply any level of skill or training.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by CPWM) made reference to directly or indirectly by CPWM in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which could have the effect of decreasing historical performance results.
CPWM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which CPWM maintains clients. CPWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. CPWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CPWM’s web site on the Internet should not be construed by any consumer and/or prospective client as CPWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CPWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CPWM, please contact the SEC or the state securities regulators for those states in which CPWM maintains a notice filing. A copy of CPWM’s current written disclosure statement discussing CPWM’s business operations, services, and fees is available from CPWM upon written request. CPWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to CPWM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
CPCM, LLC (a/k/a Columbia Pacific Wealth Management “CPWM”) maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients’ nonpublic personal information (“information”). Through this policy and its underlying procedures, CPWM attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.
It is the policy of CPWM to restrict access to all current and former clients’ information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. CPWM may disclose the client’s information if CPWM is: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with CPWM, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by CPWM in order to facilitate the commencement, continuation, termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for CPWM (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider.
CPWM permits only authorized employees and affiliates who have signed a copy of CPWM’s Code of Ethics (or other document providing substantially similar terms) to have access to client information. Employees violating CPWM’s Code of Ethics will be subject to CPWM’s disciplinary process. Additionally, whenever CPWM hires other organizations to provide services to CPWM’s clients, CPWM require them to sign confidentiality agreements or their respective agreement will contain confidentiality provisions.