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Cresset Asset Management, LLC CRD 288566
$78.9B regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
2001 Kirby Dr Suite 400, Houston, TX 77019 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manske Wealth Management | Houston | TX | 06/2017 | 11/2022 |
| Student | Houston | TX | 06/2009 | 12/2018 |
| Alliancebernstein | Houston | TX | 01/2023 | 09/2025 |
| Cresset Asset Management, Llc | Chicago | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-30 |
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