← Back to searchVisit website
CREST WEALTH ADVISORS LLC
CRD 311760
111 FORBES ST., STE 100, ANNAPOLIS, MD, 21401, United States
Phone
443-973-4901
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.8M
Discretionary AUM
$73.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $16.2M |
| High net worth individuals | 30 | $57.3M |
| Pension/profit sharing plans | 6 | $22.3M |
All web addresses on file
Official SEC filing: View on IAPD