PPrivate Fund Data Log in Join · $37/mo

Crestmont Private Wealth LLC

● SEC registered since 2019CRD 304170SEC# 801-117388Boerne, TX
Export (members)
Reg. AUM
$301.7M
Employees
4
Accounts
714
Location
Boerne, TX

Crestmont Private Wealth LLC assets under management

Crestmont Private Wealth LLC operates as an SEC-registered investment adviser based in Boerne, TX. The firm has been registered since 2019. It reports $301.7 million in regulatory assets under management and employs 4 people.
linktr.ee/crestmontprivatewealthView on SEC.gov ↗

Crestmont Private Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Hannah Vinyard Perry ControlCoo / Cco / Director Of Client ExperienceUnder 5%2021
Samuel Sean McGee ControlManager, Ceo, CioOver 75%2019

Frequently asked questions

How much does Crestmont Private Wealth LLC manage?

Crestmont Private Wealth LLC reports $301.7 million in regulatory assets under management on its Form ADV.

How many employees does Crestmont Private Wealth LLC have?

Crestmont Private Wealth LLC reports 4 employees.

Where is Crestmont Private Wealth LLC located?

Crestmont Private Wealth LLC is based in Boerne, TX and has been SEC-registered since 2019.

Does Crestmont Private Wealth LLC disclose fund performance?

Crestmont Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address604 S. Main, Boerne, TX 78006
Phone8304685366
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
CIK1873372
Discloses disciplinary historyNo

Assets under management

Discretionary$292.4M
Non-discretionary$9.3M
Total (RAUM)$301.7M