Columbia Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,536,232
Clients
102
Advisors
1
of 1 employees
About
Columbia Wealth Advisors LLC is a fee‑based investment adviser that provides discretionary investment account management and financial advice to individuals, families and businesses. The firm also works with charitable institutions, foundations, endowments and trust programs and offers general estate‑planning coordination and referrals to attorneys, CPAs and appraisers.
The firm begins new relationships with an initial meeting to gather investment objectives, financial information and risk tolerance, then implements portfolios using a mix of fundamental and technical analysis, asset allocation and cyclical analysis. Accounts are monitored regularly and clients with accounts over specified thresholds are offered at least an annual review; the firm uses TradePMR (now part of Robinhood) as its primary custodian and relies on that platform for trading and reporting.
Compared with many solo independent advisers, Columbia Wealth Advisors notes a meaningful institutional and nonprofit client mix and maintains insurance‑industry activity: its investment adviser representatives are licensed to sell and service insurance products and may receive commissions, a disclosed conflict the firm addresses through client disclosures and its code of ethics. The firm also emphasizes coordination with other professionals for estate and tax matters and uses custodial technology and fee‑deduction arrangements that affect execution and client reporting.
Client services
Expertise
Fee options
<$50,000 - $50,000: 1.5% $50,001 - $150,000: 1.2% $150,001 - $250,000: 0.95% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75%
Insurance commissions received by IA representatives for sale of insurance products (disclosed conflict of interest). These commissions are in addition to advisory fees and not reduced from them.
Main office
Scappoose OR
Advisors at this office
1
Most active in
Oregon · Washington
Also doing business as
Columbia Wealth Advisors · Columbia Wealth Advisors LLC · Kangas, Andrew Michael
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")