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Sophie Angela Lee

Cresset Asset Management, LLC

San Francisco, CA

Chicago, IL

CRD 6777619

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-16
CA RA APPROVED 2019-05-01
  • TX RA
    APPROVED
    Since 2025-10-16
  • CA RA
    APPROVED
    Since 2019-05-01

Branch Locations

101 California Street Suite 4200, San Francisco, CA 94111 • 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
Cypress Wealth Advisors San Francisco CA 11/2011 05/2019
Cresset Asset Management, Llc San Francisco CA 05/2019 04/2025
Cresset Asset Management, Llc Chicago IL 04/2025 Present
Previous Registrations
  • 2017-04-21 → 2019-05-17
    Cypress Wealth Advisors
    San Francisco, CA
Other Businesses

Cypress Advisors LLC; Owner; General Partner to Private Funds managed by Cresset Asset Management, LLC; 2 hours per month

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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