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Crescent Wealth Advisory
Crescent Wealth Advisory was established in 2003 by Tim Wyrobek and Jeff Taylor after clients of their earlier asset-protection firm requested integrated...
Crescent Wealth Advisory
Crescent Wealth Advisory was established in 2003 by Tim Wyrobek and Jeff Taylor after clients of their earlier asset-protection firm requested integrated investment services. The firm remains employee-owned and operates without the product constraints typical of larger brokerages. Investment activity centers on fund-of-funds commitments, direct private equity and real estate holdings, hedge fund allocations, and insurance-linked instruments. Geographic coverage stays within North America. No specific portfolio company names or co-investor details appear in public materials. The firm lists eight offices and maintains affiliate relationships in Alabama, Florida, Louisiana, North Carolina, South Carolina and Texas. Tim Wyrobek has received the Five Star Wealth Manager award eleven times through 2025. In October 2025 the firm joined The Broker Protocol as a member. moat_notes: Thin coverage on specific investments and AUM verification; limited public disclosure of portfolio holdings or recent transactions.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
200 Galleria Pkwy SE, Suite 1880, Atlanta, GA 30339
Additional offices
Austin, TX · Birmingham, AL · Myrtle Beach, SC · Winter Park, FL · Baton Rouge, LA · Cary, NC
Principals
Tim Wyrobek
Principal
Jeff Taylor
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Crescent Wealth Advisory?
Tim Wyrobek and Jeff Taylor serve as the named principals and oversee the firm's investment and advisory activities.
Does Crescent Wealth Advisory participate in fund commitments or only direct deals?
Public materials reference both fund-of-funds commitments and direct allocations across private equity, real estate and hedge funds.
What investment stages does Crescent Wealth Advisory typically target?
The firm allocates across private equity, real estate, hedge funds, commodities and insurance-linked strategies without stated stage restrictions.
How is Crescent Wealth Advisory related to Crescent Wealth Management?
Crescent Wealth Advisory was created by the principals of Crescent Wealth Management to address client requests for integrated investing services.
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