Crestmont Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$362,277,402
Clients
186
35% high-net worth
Advisors
3
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
62
TypicalAverage account size
$1,947,728
About
Crestmont Private Wealth LLC provides discretionary and non‑discretionary investment management, integrated written financial planning, and retirement services to individuals, high‑net‑worth families, multi‑generational households, estates, trusts, retirement plans, corporations, and charitable foundations. The firm also offers legacy‑position advisory and may manage separately held legacy holdings as part of client portfolios.
Crestmont’s investment approach emphasizes strategic asset allocation with tactical adjustments and a value‑oriented investment style, and its portfolios primarily use fixed‑income securities, certificates of deposit, mutual funds, and ETFs while at times holding a sizable cash allocation based on market outlook. The adviser conducts model‑manager due diligence, favors institutional share classes when available, and uses eMoney and a third‑party platform (Wealth.com) to support consolidated reporting and estate/tax planning workflows.
Distinctive aspects include a relatively large regulatory asset base—approximately $363 million—managed by a small supported team of advisors, and an explicit practice for advising on and transitioning legacy positions. The brochure also discloses that some investment adviser representatives are licensed insurance agents and that the firm relies on Orion for administrative services and Schwab for custody; these affiliations and related conflicts are documented and overseen by the firm’s Chief Compliance Officer.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.30%
Account minimum: $1,000,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning included at no additional cost.
Main office location
Crestmont Private Wealth LLC
604 S. Main St
Boerne TX 78006, United States
Number of offices
2
Most active in
Colorado · New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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