CREST PRIVATE WEALTH, LLC

Overview

Crest Private Wealth, LLC is an independent registered investment adviser operating as a limited liability company that serves individual, family and some institutional clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. The firm is not flagged as an active ESG investor, is not a multi-state adviser and does not present itself as a capital allocator. It maintains an industry affiliation with an insurance company, which aligns with the presence of annuities among its investment tools. Given the firm’s owner-type (individual) and small footprint, the emphasis appears to be on personalized advisory relationships rather than large-scale institutional asset management.

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Public Holdings

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Location & Offices