Teton Crest Wealth Planning

Public-record details

Address

482 Constitution Way, Suite 111, Idaho Falls, ID 83402

Phone

(208) 534-1994

Listed under

Financial planning, Hourly fees, % of assets managed

Legal name

Teton Crest LLC

CRD number

330009

Registration

State registered: ID, UT

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$12.8 million

Accounts managed

262

Clients reported (Form ADV 5.D)

158

Individual / high-net-worth clients

158 / 0

Employees

1

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent, other financial product salesperson

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2025-11-17

State registered (ID, UT) investment adviser, CRD 330009, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 330009 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.