A complete list of active advisors currently associated with Crestridge Wealth Advisors, LLC

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

Crestridge Wealth Advisors, LLC is a state-registered investment adviser that offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm’s ADV notes it had no assets under management as of December 31, 2025. The firm primarily practices passive investment management, building asset-allocation portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to inform portfolio construction and security selection. Like many investment managers, it charges percentage-of-AUM fees for portfolio management, and it also provides client-tailored planning engagements on either a fixed-fee or hourly basis. A distinctive feature disclosed in the brochure is an affiliation with a separate, full-service CPA firm owned by the firm’s managing member; the ADV notes that referrals between the two entities can create a potential conflict of interest, although clients are not required to use both firms. The firm is a single-advisor operation and its business-continuity disclosures state the business depends on that individual’s capabilities and does not have a plan for continuation in the event of the managing member’s death, a consideration for clients evaluating operational resilience.

To learn more about the advisors currently working at Crestridge Wealth Advisors, 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.