Crowdvest Securities LLC

Overview

Crowdvest Securities LLC is organized as a limited liability company and has been registered with the SEC since 2018. Ownership is held by an individual rather than a corporate parent. The firm is listed without a clear classification in the dataset and is not identified as a capital allocator. The record indicates it is not an active ESG investor, not a multistate adviser, not a newly formed adviser, and has not been flagged as a pension consultant or as having a related adviser. The source provides no detail on the firm’s advisory offerings, client types, fee schedules, investment preferences, or day-to-day business activities. The available public data therefore portrays Crowdvest Securities primarily as a registered entity rather than a clearly operating wealth manager with disclosed investment mandates.

Assets & Accounts

Location & Offices