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CREST PRIVATE WEALTH, LLC
CRD 328856
1790 KIRBY PARKWAY, SUITE 201, MEMPHIS, TN, 38138, United States
Phone
901-606-8335
Fax
901-205-0507
Registration
— (—)
Source
State registered
Total AUM
$10.8M
Discretionary AUM
$326K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $326K |
| Pension/profit sharing plans | 3 | $10.4M |
Official SEC filing: View on IAPD