# Cristata Investment Management

> Cristata Investment Management is a state-registered investment advisory firm in Woodstock, MD, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 23, 2014.

- CRD: 148503
- Filed as: CRISTATA INVESTMENT MANAGEMENT
- Legal name: Cristata Wealth Solutions, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodstock, MD
- Filing period: October 2026
- Form ADV filing dated: June 23, 2014
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148503
- AdvisorCensus page: https://advisorcensus.com/firm/cristata-investment-management-woodstock-md-148503

## Quick answers

**How is Cristata Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), Cristata Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cristata Investment Management located?**
Cristata Investment Management's principal office is in Woodstock, MD, according to its Form ADV.

**Is Cristata Investment Management registered with the SEC or a state?**
Cristata Investment Management is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 148503.

**How much does Cristata Investment Management manage?**
Cristata Investment Management reports $52,486,353 in regulatory assets under management in its Form ADV filing dated June 23, 2014 (65% discretionary).

**Does Cristata Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148503

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $52,486,353
- Discretionary: $34,364,855
- Non-discretionary: $18,121,498

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [cristatawealth.com](https://cristatawealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cristata Investment Management (CRD 148503): Form ADV filing data as of October 2026.