Next-Gen + Best-in-State · rank 16 · Atlanta, Georgia · listed firm: Cresset
Identity & firm
- Firm — Cresset (high)
- “Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset.” — firm_official
- Parent company — independent (medium)
- “Total Accountability” — firm_official
- Firm type — independent_ria (medium)
- “Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra-high-net-worth families.” — firm_official
- “Wenyuan has passed the Series 66 and Series 65 examinations, which allow them to offer securities and/or investment advisory services as permitted by law.” — social_or_third_party_db
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — 5795761 (medium)
- “5795761” — social_or_third_party_db
- Years experience — 12 (low)
- “12 year(s)” — social_or_third_party_db
- Designations — CFP (high)
- “Wen Nottebohm, CFP®, Managing Director, Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 6400 (high)
- “"Team Assets (Custodied)":"$6.4B"” — forbes_shook
- Account minimum ($M) — 25 (high)
- “"Minimum account size for new business":"$25M"” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “"Typical Net Worth of Relationships":"$25M-1B"” — forbes_shook
- Client niche — ultra-high-net-worth families and entrepreneurs/founders (high)
- “Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra-high-net-worth families.” — firm_official
- Custodians — gap: not_public
- Fee model — not_public (low)
- “Transparent Costs” — firm_official
Positioning & marketing
- Website url — https://cressetcapital.com/about/team/wen-nottebohm-cfp/ (high)
- “Wen Nottebohm, CFP®, Managing Director, Wealth Advisor” — firm_official
- Value proposition (verbatim) — She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. (high)
- “Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them.” — firm_official
- Differentiators — True Fiduciary® standards — client interests always come first, Independent, SEC-regulated firm with total accountability and no hidden costs, Multi-family office model for founders and UHNW families, Institutional access to opportunities not typically available to individual investors, Wealth Optimized, Life Elevated — helping clients gain time back (medium)
- “Guiding entrepreneurs and ultra-high-net-worth families toward creating enduring wealth, protecting legacy, and gaining time back.” — firm_official
- “Sourcing opportunities not typically available to individual investors” — firm_official
- Content marketing — occasional (low)
- “Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI and more.” — professional_press
- Has podcast — no (high)
- “Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI and more.” — professional_press
- Books published — 0 (low)
- “Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them.” — firm_official
- Linkedin url — https://www.linkedin.com/in/wen-nottebohm-cfp%C2%AE-9a366b26/ (medium)
- “Wen Nottebohm, CFP® - Managing Director, Wealth Advisor” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Wen Nottebohm, CFP® - Managing Director, Wealth Advisor” — social_or_third_party_db
- Press awards — 2024 Barron's Top 100 Independent Advisors, 2025 Barron's Top Independent Financial Advisors, 2025 Barron's Top Financial Advisors By State, 2025 Barron's Top Women Financial Advisors, The Diamond Podcast for Financial Advisors guest (wealthmanagement.com) (high)
- “2024 Barron's Top 100 Independent Advisors” — firm_official
- “2025 Barron's Top Women Financial Advisors” — firm_official
Visual brand
- Has distinct logo — no (high)
- Logo url — https://cressetcapital.com/wp-content/uploads/2021/06/cresset-logo-header.svg (high)
- Visual brand notes — Navy/dark-blue and white corporate palette, clean modern sans-serif, polished client and executive photography plus award-badge credibility markers. (medium)
- “Wealth Optimized, Life Elevated” — firm_official
