CRG WEALTH, LLC

Overview

CRG Wealth, LLC is structured as a limited liability company operating as an independent registered investment adviser and self-identifies as a capital allocator. Its client mix spans high-net-worth individuals and families as well as institutional clients. The firm offers a range of advisory services including financial planning, portfolio management for individuals and pooled vehicles, selection of other advisers, and runs educational seminars and workshops. Its reported fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and performance-based options. The firm notes several business roles beyond advisory work: it can act as an insurance sponsor, a general partner, and a managing member of pooled investment vehicles. CRG does not report an active ESG investment policy and is not designated as a multi-state adviser.

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Location & Offices