Crestmont Private Wealth LLC

Overview

Crestmont Private Wealth LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2019. The firm serves both individual/family and institutional clients, operating on a fee model tied to assets under management and focusing on financial planning and discretionary portfolio management for individuals and small businesses. Crestmont reports it does not act as a capital allocator, is not an active ESG investor, and does not identify as a multi-state or pension consultant adviser. The firm’s business mix emphasizes portfolio management and planning rather than sponsor-style fund management. Custody and operational relationships (see Assets & Accounts) point to a model centered on managed accounts and exchange-traded exposures as the primary implementation vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives