Cristata Wealth Solutions, Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 148503
· SEC file 801-69820
·
· CRISTATAWEALTH.COM
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ADV data as of Jun 23, 2014
- Regulatory AUM
- $52.5M
- Discretionary
- $34.4M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 153
- Employees
- 2
AUM over time
$52.5M
$55.1M
Apr 9, 2012
Jun 23, 2014
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 23, 2014
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Edison Bradley | Founder/Chief Executive Officer/Portfolio Manager/Managing Member | Nov 2008 (18y) | 50% – 75% | |
| William James Riley | Founder/Portfolio Manager/Chief Compliance Officer/ Administative Officer/Managing Member | Apr 2009 (17y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2014 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2014.
View current Form ADV (SEC/IAPD) ↗