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CRESTMONT PRIVATE WEALTH LLC
CRD 304170File 801-117388
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$363.0M
Below cohort median (national)
Discretionary AUM
$351.2M
Non-discretionary $11.8M
Clients
188
804 accounts
Employees
5
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 23, 2019
- Principal office
- 604 S. MAIN ST, BOERNE, TX, 78006
- Phone
- 8304685366
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $363.0M
- Discretionary AUM
- $351.2M
- Non-discretionary AUM
- $11.8M
- Discretionary accounts
- 682
- Non-discretionary accounts
- 122
- Total accounts
- 804
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $710K |
| High net worth individuals | 65 | $300.2M |
| Individuals (other than high net worth individuals) | 121 | $62.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.