TETON CREST WEALTH PLANNING

TETON CREST WEALTH PLANNING of IDAHO FALLS, ID is an SEC-registered investment adviser (CRD 330009). Regulatory assets under management: $12.8M.

Registration

• CRD: 330009
• Type: Registered investment adviser
• Location: 482 CONSTITUTION WAY, IDAHO FALLS, ID, 83402
• Phone: 208-534-1994
• Latest filing: 2025-11-17
• Regulatory AUM: $12.8M
• Discretionary AUM: $12.8M
• Clients: 1
• Accounts: 262

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330009 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search