A complete list of active advisors currently associated with Crest Wealth Management LLC

Warmer can help you find a great advisor at Crest Wealth Management LLC or one who fits your needs even better.

Crest Wealth Management LLC provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, preparing investment policy statements and implementing discretionary portfolios across mutual funds, fixed income, equities, ETFs (including precious metal ETFs) and insurance products such as annuities. The firm reports no assets under management as of December 2025 and does not participate in wrap fee programs. The firm’s investment process combines technical and fundamental methods — including charting, cyclical, quantitative analysis and modern portfolio theory — and employs long‑term, short‑term and options‑based trading strategies while documenting client risk and objectives in a tailored IPS and typically seeking discretionary authority. Accounts are reviewed at least quarterly, and the firm may apply model allocations adjusted for client‑imposed restrictions; it does not aggregate trades across multiple client accounts. Crest maintains an affiliation with insurance activities: supervised persons are licensed insurance agents who recommend and sell insurance and annuity products and receive compensation for those sales, a relationship the firm discloses and addresses as a potential conflict of interest. The firm also offers financial planning on an hourly basis and requires clients to use a designated institutional custodian, practices that are less common among peer investment‑manager firms.

To learn more about the advisors currently working at Crest Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.