C
Crest Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,768,267
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$10,768,267
About
Crest Private Wealth, LLC provides ongoing portfolio management and financial planning primarily for individual clients and retirement plan participants, and offers access to several LPL Financial‑sponsored programs including Strategic Wealth Management II (a wrap platform), Model Wealth Portfolios, Guided Wealth Portfolios, and Manager Access. Services include preparation of an Investment Policy Statement, regular portfolio monitoring, and advice across mutual funds, ETFs, fixed income, insurance products (including annuities), private placements and venture capital funds.
The firm documents client goals and risk tolerance in an IPS and typically requests discretionary authority to trade, while its ADV discloses that most assets are managed on a non‑discretionary basis (approximately $10.44 million non‑discretionary versus $325,612 discretionary as of December 2025). Its methods of analysis include charting, quantitative and technical analysis, and it employs strategies from long‑term investing to short sales and options trading, with associated material risks described in the brochure.
Distinctive features include acting as a sponsor and portfolio manager for a wrap fee program (SWM II), a structure that is uncommon among peers, and an affiliation with insurance and broker‑dealer activities—supervised persons are licensed insurance agents and registered representatives who accept commissions. The firm also requires clients to custody assets at LPL Financial and Charles Schwab Advisor Services and discloses receipt of various non‑execution products and services from LPL, which the brochure identifies as potential conflicts of interest given the concentration of non‑discretionary assets and the firm’s small client base.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Concentrated stock management
Annuities
General retirement planning
Fee options
Fixed fees for financial planning between $1,000 and $40,000
$25,000+: 2.00% annually
Commission from sale of insurance and securities products by representatives
Hourly fees for financial planning between $500 and $600
Account minimum: $25,000 Fee-only: Fixed fees between $1,000 and $40,000; Hourly fees between $500 and $600
Main office location
Crest Private Wealth, LLC
1790 Kirby Parkway, Suite 201
Memphis TN 38138, United States
Number of offices
1
Most active in
Crest Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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