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Cresalta Investment Management, Inc.

● SEC registered since 2026CRD 339872SEC# 801-135425Greenwood Village, CO
Export (members)
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
NameTitleOwnershipSince
Amg National Corp. ControlShareholderOver 75%2025
Earl Louis Wright ControlDirectorUnder 5%2025
Joshua D Stevens ControlDirector, Chief Investment Officer, Sr. VpUnder 5%2025
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Frequently 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

Address6295 Greenwood Plaza Blvd., Greenwood Village, CO 80111-4908
Phone303-498-9699
Office hours8a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
CIK2135931
Discloses disciplinary historyNo

Assets under management

Discretionary$323.4M
Non-discretionary$0
Total (RAUM)$323.4M