CREST WEALTH ADVISORS LLC

RIASEC Registered

Total AUM

$95.8M

Discretionary

$73.5M

77% of AUM

Avg account

$342K

Accounts

280

Employees

Advisory reps

Firm details

Headquarters: ANNAPOLIS, Maryland
CRD number: 311760
Website: crestwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., PRINCIPAL SECURITIES, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.83%
Pension & Profit Sharing Plans23.25%
Individuals16.91%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Crest Wealth Advisors LLC is an independent, individual-owned registered investment adviser that manages a compact book of business focused on retail and small institutional clients. The firm operates primarily as a discretionary portfolio manager and financial planner, offering portfolio management for individuals and small businesses alongside pension consulting and the selection of other advisers. Crest presents itself as a capital allocator — it blends internally managed assets with external third-party managers and pooled vehicles rather than emphasizing direct-stock selection. Crest does not list ESG as an active investment driver. Its operating posture suggests a preference for diversified, professionally managed public funds and mutual funds as the backbone of client portfolios, supplemented by targeted allocations to real estate through third-party alternative managers.