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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Eagle matrixAlpha
- Established Date
- 08-07-2025
- Office Locations
- 1
Office Locations
About Cresfund Advisors
Cresfund Advisors, LLC is a fiduciary RIA serving individuals and families, including entrepreneurs/executives, peak-career professionals, and pre-retirees/retirees, with values-based planning focused on legacy and intentional wealth transfer. The firm builds, implements, and monitors personalized portfolios with risk management and retirement planning, guided by a biblical worldview, with a strong ETF tilt and custody support including Schwab.
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Investment Themes
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Services
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Owner & Executives
DONALD ALLEN WALES
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5207402
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,678,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,678,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,678,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,166,623,529 | 19.0% |
| Cash | $4,973,500,308 | 81.0% |
| Total | $6,140,123,837 | 100.0% |