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CHERRY CREEK FAMILY OFFICES

DENVER, CO · CRD 156310 · IAPD ↗ · ccfo.com · 303-862-9550

$2.02BRegulatory AUM
6Advisory reps
16Employees
0Clients
11-25Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
March 2026 — CHERRY CREEK FAMILY OFFICES grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
August 2025 — CHERRY CREEK FAMILY OFFICES notice-filed in IL, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — CHERRY CREEK FAMILY OFFICES reported RAUM up 26% ($1.31B -> $1.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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