Crestmont Private Wealth LLC
Crestmont Private Wealth LLC is an SEC-registered wealth manager in Boerne, TX with $363.0M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Crestmont Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304170, SEC 801-117388, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $363.0M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Boerne, TX
- Employees
- 5
- Clients
- 188
- CRD
- 304170
- Ownership
- MCGEE, SAMUEL, SEAN; VINYARD, HANNAH, MARIE; PEREGO, CHRISTOPHER, LEE; PERRY, HANNAH, VINYARD
How much AUM does Crestmont Private Wealth LLC have?
Crestmont Private Wealth LLC reported $363.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Crestmont Private Wealth LLC?
Disclosed owners and executives of Crestmont Private Wealth LLC include MCGEE, SAMUEL, SEAN, VINYARD, HANNAH, MARIE, PEREGO, CHRISTOPHER, LEE, PERRY, HANNAH, VINYARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.