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CRESTONE ASSET MANAGEMENT LLC

BOULDER, CO · CRD 108581 · IAPD ↗ · crestoneinvestmentski.com · 303-442-4447

$3.62BRegulatory AUM
28Advisory reps
58Employees
0Clients
101-250Planning clients
63Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
January 2025 — CRESTONE ASSET MANAGEMENT LLC (BOULDER, CO) left the SEC roster (was $3.62B RAUM, 28 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — CRESTONE ASSET MANAGEMENT LLC changed its website from crestonewealthplanning.com to clients.crestonecapital.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — CRESTONE ASSET MANAGEMENT LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.