# Columbia Wealth Advisors LLC

> 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.

- CRD: 288720
- Filed as: COLUMBIA WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McCall, ID
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288720
- AdvisorCensus page: https://advisorcensus.com/firm/columbia-wealth-advisors-llc-mccall-id-288720

## Quick answers

**How is Columbia Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Columbia Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Columbia Wealth Advisors LLC located?**
Columbia Wealth Advisors LLC's principal office is in McCall, ID, according to its Form ADV.

**Is Columbia Wealth Advisors LLC registered with the SEC or a state?**
Columbia Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288720.

**How much does Columbia Wealth Advisors LLC manage?**
Columbia Wealth Advisors LLC reports $29,513,410 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**What types of clients does Columbia Wealth Advisors LLC serve?**
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).

**Does Columbia Wealth Advisors LLC report any disciplinary disclosures?**
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

**What changed in Columbia Wealth Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $24,242,000 to $29,513,410 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $29,513,410
- Discretionary: $29,513,410
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $19,621,799 |
| High net worth individuals | 3 | $5,914,433 |
| Investment companies | 1 | $1,671,930 |
| Charitable organizations | 1 | $70,000 |
| Insurance companies | 2 | $2,235,248 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- columbiawealthadvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $24,242,000 to $29,513,410 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Columbia Wealth Advisors LLC (CRD 288720): Form ADV filing data as of October 2026.