CRESTMONT PRIVATE WEALTH LLC
Firm details
- Headquarters
- BOERNE, Texas
- CRD number
- 304170
- Registered since
- September 23, 2019
- Website
- crestmontpw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.69%
- Individuals17.11%
- Corporations / Businesses0.2%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Crestmont Private Wealth LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Crestmont reports no active ESG investing program, does not act as a capital allocator, and identifies an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1SAMUEL MCGEE
Founder, CEO and CIOCRD 4551147
Contacts
2 of 2HANNAH PERRY
Director of OperationsCRD 6291110
ALEC WALKER
Executive Vice PresidentCRD 6387228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$273M in ETFs
66%
$180M
34%
$92.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $63.9M | 106,989 | 23.44% |
Location
BOERNE, TX
KENDALL
Location
BOERNE, TX
Headquartered in BOERNE, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- KENDALL
- Address
- 604 S Main St
- Time zone
- CT (UTC-6)
- Office locations
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