Crestwave Capital Partners LLC

Broker-DealerFINRA Member
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 owned by an individual. Public-facing materials in the data set provide very limited detail about the firm’s business model, investment strategy, fee arrangements, or client verticals. The firm is not identified as a capital allocator and does not present itself as an active ESG investor. Regulatory and functional flags in the record indicate the adviser is single-state in scope (not a multi-state adviser), is not described as a pension consultant or related adviser, and is not flagged as newly formed. Beyond those attributes, the available information does not describe portfolio construction, target client segments, or advisory services offered.

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