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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0

Regulatory AUM

$279MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$279M

Private client RAUM

$278MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$69.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

861

Individual clients

133

High net worth clients

102

SEC number

801-119622

CRD

286063

Filings on the tape

17

First filed

Sep 11, 2020

Latest filed

Mar 17, 2026

Organised

Limited Liability Company, CO

• Occurred

  Apr 19, 2023
  Advisor changed firm

  Cassidy Steck left Higgins & Schmidt Wealth Strategies Llc for Crestone Asset Management Llc (registered 2023-06-20)

  Form ADVobserved 5 days ago
• Occurred

  Sep 11, 2020
  First Form ADV filing

  Hd Wealth Strategies, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62d1551c-5755-9151-bf41-6c48bbdb4cb8

First observed

Sep 11, 2020

Last observed

Mar 17, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds 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.