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| Happy Holidays!! thanks for using AUM13F!! |
| Crestmont Private Wealth LLC
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| CRD # | 304170 |
| SEC # | 801-117388 |
| CIK # | 0001873372 |
| AUM | $301.7 M (2025-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 832-280-5288 |
| Address | 604 S Main Boerne, TX 78006 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001873372 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| VISA Inc | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| McGraw-hill Companies Inc | 0.9 | ||
| Verisign Inc/Ca | 0.9 | ||
| Nasdaq OMX Group Inc | 0.9 | ||
| Intercontinentalexchange Group Inc | 0.8 | ||
| Markel Corp | 0.8 | ||
| Illinois Tool Works Inc | 0.8 | ||
| Mueller Industries Inc | 0.8 | ||
| Apple Inc | 0.7 | ||
| Quest Diagnostics Inc | 0.7 | ||
| Verisk Analytics Inc | 0.7 | ||
| Moodys Corp /DE/ | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 58.3 |
| (b) Individuals (high net worth individuals) | 54 | 242.7 |
| (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 | 714 | 301.7 |
| By Discretionary | ||
| Discretionary | 601 | 292.4 |
| Non-Discretionary | 113 | 9.3 |
| Total | 714 | 301.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 294.8 | |
| Total | 714 | 301.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001873372] |
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