Columbia Wealth Advisors Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 288720
· Scappoose, OR
· WWW.COLUMBIAWEALTHADVISORS.COM
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ADV data as of Jul 16, 2025
- Regulatory AUM
- $24.2M
- Discretionary
- $24.2M
- Clients
- 105
- Avg AUM / client
- $231K
- Accounts
- 105
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 99 | $17.6M | 72.5% |
| High net worth individuals | 2 | $3.0M | 12.4% |
| Investment companies | 1 | $1.9M | 7.78% |
| Charitable organizations | 1 | $70.0K | 0.29% |
| Insurance companies | 2 | $1.7M | 7.01% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Michael Kangas | Registered representative | Nov 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2025 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Wells Fargo $15.0M (62% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2025.
View current Form ADV (SEC/IAPD) ↗