This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CRESSET ASSET MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

May 3, 2019

First registration

May 26, 2021

Dual registered

no

IAPD individual key

7030243

• Occurred

  Nov 25, 2025
  Advisor changed firm

  James Thomas Cheap left Peakline Partners, Llc for Cresset Asset Management, Llc (registered 2025-12-10)

  Form ADVobserved 6 days ago
• Occurred

  Apr 14, 2025
  Advisor changed firm

  James Thomas Cheap left Cresset Asset Management, Llc for Peakline Partners, Llc (registered 2025-05-27)

  Form ADVobserved 6 days ago
• Occurred

  May 11, 2023
  Advisor changed firm

  James Thomas Cheap left True Capital Management for Cresset Asset Management, Llc (registered 2023-05-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:50fa6c25-e374-7c1f-9636-0dce61eef1fa

First observed

May 26, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.