Cresset Wealth Advisors Sees Massive AUM Growth

FINTRX News March 8, 2019

Chicago, IL-based Cresset Wealth Advisors jumped to over USD$3B in AUM

The firm, in just over a year since its founding in July 2017, surpassed USD$3B in assets thanks to a number of factors.

9/20/2018

Summary

Chicago, IL-based Cresset Wealth Advisors has seen its assets under management jump to a sizable USD$3B in September 2018, only a short few months after the firm reached the $2B AUM mark. Cresset co-founder, private equity veteran Eric Becker, attributed the AUM growth to several factors, including the firm's platform, service offerings, client focus, and general culture. 

  • Becker and co-founder Avy Stein formed Cresset out of a desire to provide a client-centered wealth management experience.
  • Cresset's service offering encompasses a range of amenities, from financial planning and investment management to family office management and estate planning.
  • The firm provides investment access to a variety of asset classes for its clients, ranging from direct investments in private equity and real estate, to hedge fund investments.
  • Cresset's presence currently spans the Midwest and US West Coast, with plans for expansion in the works. 

 

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