Crest Private Wealth, LLC

RIASEC Registered

Total AUM

$10.8M

Discretionary

$326K

3% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Memphis, Tennessee
CRD number: 328856
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans96.98%
Individuals3.02%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Crest Private Wealth, LLC is an independent registered investment advisor operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its advisory work is concentrated on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee options. The firm is not identified as an active ESG investor or a multi-state adviser, and it lists an insurance company among its industry affiliations.