Investment adviser · CRD 148503

CRISTATA INVESTMENT MANAGEMENT

Investment adviser filing (IA)

CRISTATA WEALTH SOLUTIONS, LLC

· Form ADV filed Jun 27, 2012

Regulatory AUM
$55.1M
Form ADV · Item 5.F
Client accounts
203
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 27, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

CRD 148503

Filing source

Form ADV 655273 · Jun 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.