⚲
|
Crestmont Private Wealth LLC
✚
|
|
---|---|
CRD # | 304170 |
SEC # | 801-117388 |
CIK # | 0001873372 |
AUM | $256.7 MM (2024-08-21) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 832-280-5288 |
Address | 604 S Main Boerne, TX 78006 |
Source | [IAPD] [EDGAR] [Website] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
XOM | 385,508.3 | 3.5 | |
STEL | 2.3 | ||
CVX | 294,604.1 | 0.8 | |
TH | 579.7 | 0.8 | |
GOOGL | 1,475,138.5 | 0.8 | |
NVDA | 399,550.0 | 0.8 | |
SPGI | 113,084.7 | 0.7 | |
AAPL | 2,382,844.0 | 0.6 | |
V | 419,260.5 | 0.6 | |
ITW | 56,990.9 | 0.6 | |
View All |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 98 | 45.4 |
(b) Individuals (high net worth individuals) | 53 | 210.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 616 | 256.7 |
By Discretionary | ||
Discretionary | 516 | 248.2 |
Non-Discretionary | 100 | 8.5 |
Total | 616 | 256.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 256.7 | |
Total | 616 | 256.7 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001873372] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ORBA Wealth Advisors LLC
✚
|
IL | 0.3 |
Bison Creek Wealth Management LLC
✚
|
VA | 0.3 |
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
Denali Wealth Management Inc
✚
|
WI | 0.3 |
Global Investment Adviser LC
✚
|
FL | 0.3 |
Silver Grove Financial Group Inc
✚
|
NY | 0.3 |
M Group Investment Advisor LLC
✚
|
FL | 0.3 |
Beacon Financial Strategies Corp
✚
|
NC | 0.3 |
Choice Wealth Advisors LLC
✚
|
ME | 0.3 |