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Cristata Wealth Solutions, LLC (Woodstock)


Cristata Wealth Solutions, LLC is an adviser based in Woodstock. It manages $55.08 million of regulatory assets for 203 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Maryland.




Cristata Wealth Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cristata Wealth Solutions: assets under management

The assets under management (AUM) of Cristata Wealth Solutions, LLC is $55.08 million. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.29 million in discretionary accounts and $26.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.68 million.
Cristata Wealth Solutions has custody of $34.23 million in cash and securities for 123 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cristata Wealth Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodstock

The principal office where Cristata Wealth Solutions, LLC performs its advisory services is located at 1926 Doyle Drive, Woodstock, MD 21163 The mailing address of the firm is Po Box 329, Woodstock, MD 21163 0329. An additional office of the firm is in Centreville, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-480-1900 or by fax 410-480-1902. The normal business hours are 9:30am - 4:30pm on Monday - Friday.


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