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CRESALTA INVESTMENT MANAGEMENT, INC.

GREENWOOD VILLAGE, CO · CRD 339872 · IAPD ↗ · cresalta.com · 303-498-9699

$323.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
July 2026 — CRESALTA INVESTMENT MANAGEMENT, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
March 2026 — CRESALTA INVESTMENT MANAGEMENT, INC. (GREENWOOD VILLAGE, CO) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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