Crestmont Private Wealth LLC
● SEC registered since 2019CRD 304170SEC# 801-117388Boerne, TX
Reg. AUM
$363M
Employees
5
Accounts
804
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 $363 million in regulatory assets under management and employs 5 people.
Crestmont Private Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Vinyard Perry Control | Coo / Cco / Director Of Client Experience | Under 5% | 2021 |
| Samuel Sean McGee Control | Manager, Ceo, Cio | Over 75% | 2019 |
Frequently asked questions
How much does Crestmont Private Wealth LLC manage?
Crestmont Private Wealth LLC reports $363 million in regulatory assets under management on its Form ADV.
How many employees does Crestmont Private Wealth LLC have?
Crestmont Private Wealth LLC reports 5 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
| Address | 604 S. Main St, Boerne, TX 78006 |
| Phone | 8304685366 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1873372 |
| Discloses disciplinary history | No |
Regulatory AUM
$363M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$363Mregulatory AUM
Discretionary $351.2MNon-discretionary $11.8M