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Matthew Sonnen

Chief Operating Officer at Coldstream Capital Management

Officer record from the firm’s Form ADVForm ADV filed 19 August 2026

Matthew Sonnen is Chief Operating Officer of Coldstream Capital Management Inc, a Bellevue investment adviser.

Role at Coldstream Capital Management

Title on Schedule A
Chief Operating Officer
Control
Matthew Sonnen is a control person of Coldstream Capital Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Matthew Sonnen has held the filed role since May 2023.

The firm

Coldstream Capital Management Inc
Bellevue, WA

Form ADV filed 19 August 2026

$13.9B AUM4,386 clients166 advisers10 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Matthew Sonnen is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Matthew Sonnen
CRD
3059489
Firm
Coldstream Capital Management Inc
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Matthew Sonnen work?

Matthew Sonnen has been Chief Operating Officer of Coldstream Capital Management Inc since May 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 August 2026

Leadership at Coldstream Capital Management

Sources

  1. IAPD individual lookup, CRD 3059489. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Coldstream Capital Management Inc, filed 19 August 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Matthew Sonnen or Coldstream Capital Management Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.