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Christopher Lee Perego

CRESTMONT PRIVATE WEALTH LLC·LAKEWAY, Texas
Unclaimed Profile
13215 BEE CAVE PARKWAY, LAKEWAY, TX 78738CRD# 4007830Firm CRD# 304170
01

About

Christopher Lee Perego is a registered financial advisor based in LAKEWAY, Texas, affiliated with CRESTMONT PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRESTMONT PRIVATE WEALTH LLC
CRESTMONT PRIVATE WEALTH LLC
AUM
$257M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CRESTMONT PRIVATE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4007830
Firm CRD# 304170
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Lee Perego offer?
Christopher Lee Perego specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LAKEWAY, Texas for a consultation.
What are Christopher Lee Perego's credentials?
Christopher Lee Perego is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Lee Perego located?
Christopher Lee Perego is based in LAKEWAY, Texas, working with CRESTMONT PRIVATE WEALTH LLC. Their office serves clients in the LAKEWAY metropolitan area and surrounding communities.
How does Christopher Lee Perego charge for services?
Christopher Lee Perego's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTMONT PRIVATE WEALTH LLC?
CRESTMONT PRIVATE WEALTH LLC has approximately 5 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Joseph Lawler — JFL CAPITAL MANAGEMENT LLCJohn David Pollock — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCHans Thomas Walsh — BERNZOTT CAPITAL ADVISORSGary Joel Nemer — FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLCJames Rex Merchant — JFL CAPITAL MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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