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TETON CREST WEALTH PLANNING
TETON CREST LLC
CRD 330009
482 CONSTITUTION WAY, SUITE 111, IDAHO FALLS, ID, 83402, United States
Phone
208-534-1994
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.8M
Discretionary AUM
$12.8M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-11-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminarsFINANCIAL WELLNESS, COUNSELING, AND EDUCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 158 | $12.8M |
All web addresses on file
Official SEC filing: View on IAPD