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| Crestmont Private Wealth LLC
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|---|---|
| CRD # | 304170 |
| SEC # | 801-117388 |
| CIK # | 0001873372 |
| AUM | $363.0 M (2026-03-10) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 830-468-5366 |
| Address | 604 S Main St Boerne, TX 78006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001873372 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 1.5 | ||
| Platinum Eagle Acquisition Corp | 1.4 | ||
| Lam Research Corp | 1.1 | ||
| Mueller Industries Inc | 1.1 | ||
| Illinois Tool Works Inc | 1.1 | ||
| Chevron Corp | 1.1 | ||
| Apple Inc | 1.0 | ||
| Valero Energy Corp/Tx | 1.0 | ||
| Visa Inc | 1.0 | ||
| Nasdaq OMX Group Inc | 0.9 | ||
| Quest Diagnostics Inc | 0.9 | ||
| McGraw-Hill Companies Inc | 0.9 | ||
| Netflix Inc | 0.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 62.1 |
| (b) Individuals (high net worth individuals) | 65 | 300.2 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 804 | 363.0 |
| By Discretionary | ||
| Discretionary | 682 | 351.2 |
| Non-Discretionary | 122 | 11.8 |
| Total | 804 | 363.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 359.3 | |
| Total | 804 | 363.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001873372] |
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|---|---|---|
|
Prairiewood Capital LLC
✚
|
ND | 0.4 |
|
FPC Investment Advisory Inc
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|
CA | 0.4 |
|
TL Private Wealth LLC
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TX | 0.4 |
|
Synergy Financial Group Ltd
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|
0.4 | |
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Solitude Financial Services Inc
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VA | 0.4 |
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Pace Financial Advisors Inc
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OR | 0.4 |
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Briggs Wealth Management Inc
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|
CT | 0.4 |
|
Sierra Investment Management LLC
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|
CA | 0.4 |
|
Sonata Capital Group Inc
✚
|
WA | 0.4 |
|
Cascade Investment Advisors Inc
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|
OR | 0.4 |