Crestmont Private Wealth LLC

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Assets, Funds, Holdings

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Crestmont Private Wealth LLC
CRD #304170
SEC #801-117388
CIK #0001873372
AUM $256.7 MM (2024-08-21)
Employees 5 (100% Investors, 0% Brokers)
Phone832-280-5288
Address604 S Main
Boerne, TX 78006
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
3002401801206002009201420192025
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 ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($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
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