CRD: 330009
Teton Crest Wealth Planning
$12.8M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
158 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-2024
- Office Locations
- 1
Office Locations
482 Constitution WAY Suite 111 Idaho Falls ID
About Teton Crest Wealth Planning
Teton Crest Wealth Planning is an Idaho-based, owner-led wealth planning firm serving individuals and families across generations. The team provides personalized financial planning and investment management, with support for retirement, estate planning, and insurance needs. Public filings indicate portfolios are primarily ETF-based, and the firm works with custodians including Charles Schwab and Altruist.
Team overview
-- AVG AGE
$12.8M AVG AUM / ADVISOR
$81.0K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
BENJAMIN GEORGE FUHRIMAN
Owner
- CRD
- #6486513
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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