DFX Intelligence

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

ANDREW ALAN OHMAN

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL | Minnetonka, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e47ee7ae-ccc0-2fd1-477b-c154a727c5aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 14, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Andrew Alan Ohman

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jan 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 14, 2003
First registration: Apr 14, 2003
Dual registered: no
IAPD individual key: 4651040

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Jun 1, 2022	n/a	yes	CHICAGO, IL\|Minnetonka, MN	Current employment
MERISTEM FAMILY WEALTH	Former SEC adviser	Aug 18, 2005	Aug 30, 2022	no	EDINA, MN	Previous registration
DELOITTE INVESTMENT ADVISORS LLC	n/a	Apr 14, 2003	Jan 13, 2004	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERISTEM FAMILY WEALTH	CRESSET ASSET MANAGEMENT, LLC	Aug 30, 2022	Jun 1, 2022	-90	Firm change after gap	RIA to RIA
DELOITTE INVESTMENT ADVISORS LLC	MERISTEM FAMILY WEALTH	Jan 13, 2004	Aug 18, 2005	583	Firm change after gap	Other

Relationships

Registered with (3)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ MERISTEM FAMILY WEALTHRegistered adviserregistration: previous registration
Aug 18, 2005 to Aug 30, 2022factForm ADV
→ DELOITTE INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Apr 14, 2003 to Jan 13, 2004factForm ADV

Dated events

Occurred
Aug 30, 2022
Advisor changed firm
Andrew Alan Ohman left Meristem Family Wealth for Cresset Asset Management, Llc (registered 2022-06-01)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e47ee7ae-ccc0-2fd1-477b-c154a727c5aa
First observed: Apr 14, 2003
Last observed: Sep 15, 2026 4 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.

ANDREW ALAN OHMAN

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL | Minnetonka, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e47ee7ae-ccc0-2fd1-477b-c154a727c5aa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CRESSET ASSET MANAGEMENT, LLC

Independent wealth

Jun 1, 2022

n/a

yes

CHICAGO, IL|Minnetonka, MN

Current employment

MERISTEM FAMILY WEALTH

Former SEC adviser

Aug 18, 2005

Aug 30, 2022

EDINA, MN

Previous registration

DELOITTE INVESTMENT ADVISORS LLC

n/a

Apr 14, 2003

Jan 13, 2004

MINNEAPOLIS, MN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MERISTEM FAMILY WEALTH

CRESSET ASSET MANAGEMENT, LLC

Aug 30, 2022

Jun 1, 2022

-90

Firm change after gap

RIA to RIA

DELOITTE INVESTMENT ADVISORS LLC

MERISTEM FAMILY WEALTH

Jan 13, 2004

Aug 18, 2005

583

Firm change after gap

Other