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Samuel Sean McGee

Manager, Ceo, CioCrestmont Private Wealth LLCCRD 4551147

About Samuel Sean McGee

Samuel Sean McGee is listed as Manager, Ceo, Cio at Crestmont Private Wealth LLC in Boerne, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Crestmont Private Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Samuel Sean McGee work?

Samuel Sean McGee is listed as Manager, Ceo, Cio at Crestmont Private Wealth LLC on SEC Form ADV.

How much of Crestmont Private Wealth LLC does Samuel Sean McGee own?

Form ADV reports a beneficial ownership band of Over 75%.

Crestmont Private Wealth LLC

TitleManager, Ceo, Cio
OwnershipOver 75%
Control personYes
Since2019