Crestone Asset Management LLC

Crestone Asset Management LLC (CRD# 108581) is a financial advisory firm headquartered in Boulder, CO. They manage $1,502,214,127 in 348 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,502
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $4,316,707
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Crestone Asset Management LLC
Showing 1 - 9 of 9 top financial advisors.
1
Eric J. Kramer
CRD#: 1029933
1050 Walnut Street, Suite 402, Boulder, CO 80302
96
Wealthminder
score

Eric Kramer (CRD# 1029933) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 34 years of experience in the finance industry. Eric Kramer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy M. Shevlin
CRD#: 4839266
1050 Walnut Street, Suite 402, Boulder, CO 80302
96
Wealthminder
score

Jeremy Shevlin (CRD# 4839266) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 11 years of experience in the finance industry. Jeremy Shevlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey J. Burney
CRD#: 5199661
1050 Walnut St, Suite 500, Boulder, CO 80302
93
Wealthminder
score

Jeffrey Burney (CRD# 5199661) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 9 years of experience in the finance industry.

4
Matthew A. Wiles
CRD#: 4418182
1050 Walnut St, Suite 500, Boulder, CO 80302
93
Wealthminder
score

Matthew Wiles (CRD# 4418182) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 8 years of experience in the finance industry.

5
Zachary T. Hauer
CRD#: 5948269
1050 Walnut St, Suite 500, Boulder, CO 80302
90
Wealthminder
score

Zachary Hauer (CRD# 5948269) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 5 years of experience in the finance industry.

6
Emily J. Mears
CRD#: 5979432
1050 Walnut St, Suite 500, Boulder, CO 80302
90
Wealthminder
score

Emily Mears (CRD# 5979432) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 4 years of experience in the finance industry.

7
Anthony M. Te
CRD#: 5956891
1050 Walnut St, Suite 500, Boulder, CO 80302
90
Wealthminder
score

Anthony Te (CRD# 5956891) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has over 4 years of experience in the finance industry.

8
Kevin R. Arnold
CRD#: 6515975
1050 Walnut St, Suite 500, Boulder, CO 80302
87
Wealthminder
score

Kevin Arnold (CRD# 6515975) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

9
Andrew J. Ramsey
CRD#: 6411960
1050 Walnut St, Suite 500, Boulder, CO 80302
87
Wealthminder
score

Andrew Ramsey (CRD# 6411960) is an Investment Advisor Representative working at Crestone Asset Management LLC in Boulder, CO and has 1 year of experience in the finance industry.

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