{
  "crd_number": 288720,
  "slug": "columbia-wealth-advisors-llc-mccall-id-288720",
  "primary_business_name": "COLUMBIA WEALTH ADVISORS LLC",
  "legal_name": "COLUMBIA WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "McCall",
  "state": "ID",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-08-02",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": 29513410.0,
  "raum_discretionary": 29513410.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 70000.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 19621799.0,
      "count": 99
    },
    "insurance_companies": {
      "raum": 2235248.0,
      "count": 2
    },
    "investment_companies": {
      "raum": 1671930.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 5914433.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OR",
    "WA"
  ],
  "websites": [
    "https://columbiawealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288720",
  "city_as_filed": "MCCALL",
  "url": "https://advisorcensus.com/firm/columbia-wealth-advisors-llc-mccall-id-288720",
  "display_name": "Columbia Wealth Advisors LLC",
  "summary": "Columbia Wealth Advisors LLC is a state-registered investment advisory firm in McCall, ID, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Columbia Wealth Advisors LLC (CRD 288720): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Columbia Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Columbia Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Columbia Wealth Advisors LLC located?",
      "a": "Columbia Wealth Advisors LLC's principal office is in McCall, ID, according to its Form ADV."
    },
    {
      "q": "Is Columbia Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Columbia Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288720."
    },
    {
      "q": "How much does Columbia Wealth Advisors LLC manage?",
      "a": "Columbia Wealth Advisors LLC reports $29,513,410 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Columbia Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (3); insurance companies (2)."
    },
    {
      "q": "Does Columbia Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288720"
    },
    {
      "q": "What changed in Columbia Wealth Advisors LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $24,242,000 to $29,513,410 (+22%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $24,242,000 to $29,513,410 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/columbia-wealth-advisors-llc-mccall-id-288720.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 99,
      "fewer_than_5": false,
      "raum": 19621799.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5914433.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1671930.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 70000.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2235248.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288720",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}