CRESTMONT PRIVATE WEALTH LLC

BOERNE, Texas·3 registered advisors·CRD# 304170
SEC# 801-1173881832-280-5288
01

Firm Overview

AUM
$257M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CRESTMONT PRIVATE WEALTH LLC

3 registered advisors
Christopher Lee Perego
LAKEWAY, Texas
Hannah Vinyard Perry
BOERNE, Texas
Samuel Sean Mcgee
BOERNE, Texas
05

Office Locations

BOERNE, Texas
2 advisors
LAKEWAY, Texas
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CRESTMONT PRIVATE WEALTH LLC (CRD# 304170) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.