# Teton Crest Wealth Planning

> Teton Crest Wealth Planning is a state-registered investment advisory firm in Idaho Falls, ID, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 17, 2025.

- CRD: 330009
- Filed as: TETON CREST WEALTH PLANNING
- Legal name: Teton Crest LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Idaho Falls, ID
- Filing period: October 2026
- Form ADV filing dated: November 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330009
- AdvisorCensus page: https://advisorcensus.com/firm/teton-crest-wealth-planning-idaho-falls-id-330009

## Quick answers

**How is Teton Crest Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Teton Crest Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Teton Crest Wealth Planning located?**
Teton Crest Wealth Planning's principal office is in Idaho Falls, ID, according to its Form ADV.

**Is Teton Crest Wealth Planning registered with the SEC or a state?**
Teton Crest Wealth Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330009.

**How much does Teton Crest Wealth Planning manage?**
Teton Crest Wealth Planning reports $12,800,000 in regulatory assets under management in its Form ADV filing dated November 17, 2025 (100% discretionary).

**What types of clients does Teton Crest Wealth Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (158).

**Does Teton Crest Wealth Planning 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/330009

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,800,000
- Discretionary: $12,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 158 | $12,800,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tetoncrest.com](https://tetoncrest.com)
- [tetoncrestwealthplanning.com](https://tetoncrestwealthplanning.com)
- Facebook @tetoncrestwealthplanning
- LinkedIn @teton-crest-wealth-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Teton Crest Wealth Planning (CRD 330009): Form ADV filing data as of October 2026.