Colmina, LLC logo

Colmina, LLC

Updated today

Client AUM

$111,860,734

Clients

207

Advisors

6

across 2 offices

About

Colmina is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, and other entities. The firm’s small team manages approximately $140 million in discretionary assets for roughly 200 clients and delivers planning through fixed-fee and ongoing-retainer arrangements as well as portfolio advisory agreements.

The firm employs active, passive, and hybrid strategies across equity income, equity growth, tax-efficient, fixed income, balanced, and tailored allocations, using fundamental, technical, quantitative, and qualitative analysis. Portfolios are managed on a discretionary basis and financial plans are customized to each client’s circumstances, with ongoing engagements and at least annual reviews; clients may impose reasonable investment restrictions.

Noteworthy aspects of Colmina’s practice include its explicit disclosure and documentation around recommending rollovers from employer retirement plans, including acknowledgment of fiduciary obligations under DOL PTE 2020-02, which creates a potential conflict of interest when rollovers are recommended. The firm also limits managed accounts to custodians with which it maintains relationships (LPL and Schwab) and discloses receipt of economic benefits from those custodians, permits certain representatives to sell insurance products and receive commissions in that separate capacity, and does not accept proxy-voting authority for client securities.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Tax-loss harvesting

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Fee options

Fixed

Fixed fees for financial planning engagements, negotiable amount based on scope and complexity.

Percentage

Negotiable up to 2.00% per annum maximum

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not specified in brochure text.

Subscriptions

Monthly retainer fees for ongoing financial planning services; amount negotiable based on scope.

Main office

See office

2212 Queen Anne Avenue North, #931

Seattle WA 98109

Advisors at this office

5

Most active in

Arizona · Colorado · Idaho · Nevada · Washington

Also doing business as

Colmina, LLC · Diazo Wealth Group · Financial Fitness Wealth Management · Innovative Adviser Solutions, LLC · Renaissance Wealth Design

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Edward R

Series 63, Series 65

Seattle, WA

Colmina, LLC

Edward Riley is a financial advisor at Colmina, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Luminae, LLC and Stillwater Analytics LLC. Outside of financial advising, he is the owner and CEO of Riley Sexton Vintners, a wine producer and retailer. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management and financial planning, employing active, passive, and hybrid strategies tailored to client needs.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Matthew P

Series 63, Series 66

Seattle, WA

Colmina, LLC

Matthew Pickett is a financial advisor with Colmina, LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Charles Schwab and First Financial Equity Corporation. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities through discretionary portfolio management and financial planning. The firm employs active, passive, and hybrid investment strategies tailored to client needs and manages approximately $140 million in assets for around 200 clients.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

David A

CFA®, Series 63

Seattle, WA

Colmina, LLC

David Archibald is a CFA® charterholder with 22 years of industry experience. He is currently with Colmina, LLC, a team-based firm, where he has worked since 2026. His prior roles include positions at Luminae, LPL Financial LLC, Borealis Capital LLC, and SMI Capital Markets LLC, among others. Colmina, LLC is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, estates, corporations, and other entities. The firm employs active, passive, and hybrid strategies across various asset classes and customizes financial plans to each client’s circumstances.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Nathan D

Series 65

Seattle, WA

Colmina, LLC

Nathan Dively is a financial advisor at Colmina, LLC in Seattle, WA, holding a Series 65 designation with five years of industry experience. Prior to joining Colmina in 2021, he was involved with Genoa Cellars for two years and has maintained a small ownership stake in Riley Sexton Vintners since 2014. Outside of finance, he participates in winery operations, including managing tasting room activities and administrative duties. Colmina is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm provides discretionary portfolio management and financial planning, employing a range of active, passive, and hybrid strategies tailored to clients’ specific needs.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Don M

Series 63, Series 65

Seattle, WA

Colmina, LLC

Don Morgan Sr. is a financial advisor at Colmina, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Kestra Financial Services, Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is also an author. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets, employing active, passive, and hybrid investment strategies tailored to each client’s circumstances through customized financial planning and ongoing portfolio management.

Active portfolio management Passive / index investing Tax-loss harvesting
user avatar

Craig M

CFP®, Series 63, Series 65

Colorado Springs, CO

Colmina, LLC

Craig Morgan is a CFP® professional with 23 years of industry experience. He is currently with Colmina, LLC, a team-based firm in Colorado Springs, CO. His prior experience includes roles at Innovative Adviser Solutions, Dorado Financial Planning, USAA Financial Planning Services, and other firms. Outside of financial advising, he is involved in real estate development and land leases as an owner and partner in entities based in Oklahoma City. Colmina, LLC is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and other entities. The firm manages approximately $140 million in discretionary assets using active, passive, and hybrid strategies, providing customized financial planning and portfolio management on a discretionary basis.

Active portfolio management Passive / index investing Tax-loss harvesting
View complete list of advisors at this firm
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