Crestwave Capital Partners LLC

Broker-DealerFINRA MemberEst. 2025
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, per the snapshot, is SEC-registered in 2025. The firm is owned by an individual and is recorded as an unclassified adviser. Available metadata indicates Crestwave is not designated as a capital allocator, does not identify as an active ESG investor, and is not marked as a multi-state adviser. The firm is not listed as a pension consultant or a related adviser; other business activities, advisory offerings and client segments were not provided in the source data.

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

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Recent M&A activity

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Recent filings

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Awards

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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