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 is owned by an individual. Public filings record an SEC registration year of 2025 and list the firm's regulatory classification as unclassified. Available metadata indicates the adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator, pension consultant, or related adviser. The firm has not provided descriptive material about its target clients, fee schedules, advisory services, investment approach, or business activities. That absence of disclosure limits the ability to profile its positioning or portfolio construction beyond the basic organizational and regulatory attributes above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • LAURA CROSBY-BROWN

    FinOpCRD 1545513

  • Evan Heroux

    Investor RelationsCRD 6530703

  • GREGORY ZAFFIRO

    Associate of Investor Relations & MarketingCRD 5247397

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Wealth teams

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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