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Matthew William Heim

Cresset Asset Management, LLC

Denver, CO

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-07
TX RA APPROVED 2025-11-07
  • CO RA
    APPROVED
    Since 2025-11-07
  • TX RA
    APPROVED
    Since 2025-11-07

Branch Locations

1144 15Th St #3675, Denver, CO 80202 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cresset Asset Management, Llc Chicago IL 01/2022 Present
University Of Colorado At Boulder Boulder CO 08/2021 05/2022
The Walsh Group Longmont CO 05/2021 08/2021
University Of Colorado At Boulder Boulder CO 08/2018 05/2021
The Roaring Fork Club Basalt CO 05/2018 08/2018
Berkshire School Sheffield MA 08/2014 05/2018
  • 01/2022 → Present
    Cresset Asset Management, Llc
    Chicago, IL
  • 08/2021 → 05/2022
    University Of Colorado At Boulder
    Boulder, CO
  • 05/2021 → 08/2021
    The Walsh Group
    Longmont, CO
  • 08/2018 → 05/2021
    University Of Colorado At Boulder
    Boulder, CO
  • 05/2018 → 08/2018
    The Roaring Fork Club
    Basalt, CO
  • 08/2014 → 05/2018
    Berkshire School
    Sheffield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-07
  • S65 Uniform Investment Adviser Law Examination
    2025-11-07

View on SEC IAPD

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