Crestwave Capital Partners LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Palm Beach, Florida
CRD number
332709
Registered since
August 1, 2025

Firm profile

FINTRX

Overview

Crestwave Capital Partners LLC is organized as a limited liability company and is listed as SEC-registered in 2025. The firm is owned by an individual (rather than an institutional owner) and is recorded as an unclassified adviser for the available data fields. Several operational attributes are explicitly negative: the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser, is not a pension consultant, and is not shown as a related adviser. The firm did not provide descriptions of its investment activities, fee structure, client base, or advisory offerings in the supplied data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Laura Crosby-brown

    FinOpCRD 1545513

  • Evan Heroux

    Evan Heroux

    Investor RelationsCRD 6530703

  • Gregory Zaffiro

    Gregory Zaffiro

    Associate of Investor Relations & MarketingCRD 5247397

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach, FL

Palm Beach

Location

Palm Beach, FL

Headquartered in Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
375 S County Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth