Cresalta Investment Management, Inc.
● SEC registered since 2026CRD 339872SEC# 801-135425Greenwood Village, CO
Reg. AUM
$323.4M
Employees
5
Accounts
128
Location
Greenwood Village, CO
Cresalta Investment Management, Inc. assets under management
Cresalta Investment Management, Inc. is an SEC-registered investment adviser based in Greenwood Village, CO. The firm has been registered since 2026. It reports $323.4 million in regulatory assets under management and employs 5 people.
Cresalta Investment Management, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amg National Corp. Control | Shareholder | Over 75% | 2025 |
| Earl Louis Wright Control | Director | Under 5% | 2025 |
| Joshua D Stevens Control | Director, Chief Investment Officer, Sr. Vp | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Cresalta Investment Management, Inc. manage?
Cresalta Investment Management, Inc. reports $323.4 million in regulatory assets under management on its Form ADV.
How many employees does Cresalta Investment Management, Inc. have?
Cresalta Investment Management, Inc. reports 5 employees.
Where is Cresalta Investment Management, Inc. located?
Cresalta Investment Management, Inc. is based in Greenwood Village, CO and has been SEC-registered since 2026.
Does Cresalta Investment Management, Inc. disclose fund performance?
Cresalta Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6295 Greenwood Plaza Blvd., Greenwood Village, CO 80111-4908 |
| Phone | 303-498-9699 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 2135931 |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$323.4Mregulatory AUM
Discretionary $323.4M