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CRESTMONT PRIVATE WEALTH LLC
CRD 304170 · SEC 801-117388
604 S. MAIN ST, BOERNE, TX, 78006, United States
Phone
8304685366
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$363.0M
Discretionary AUM
$351.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $62.1M |
| High net worth individuals | 65 | $300.2M |
| Corporations/business entities | 2 | $710K |
States served
CO, NM, TX
All web addresses on file
Official SEC filing: View on IAPD