Crescent Wealth Advisory
Crescent Wealth Advisory is a multi-family office headquartered in Atlanta. The firm provides tailored wealth management and advisory services to affluent families, focusing on investment strategy, asset allocation, and comprehensive financial planning.
Crescent Wealth Advisory
Crescent Wealth Advisory is a multi-family office headquartered in Atlanta. The firm provides tailored wealth management and advisory services to affluent families, focusing on investment strategy, asset allocation, and comprehensive financial planning. By addressing the complexities of multi-generational wealth, Crescent Wealth Advisory helps clients preserve and grow their assets—offers integrated solutions designed to support long-term family objectives and navigate evolving financial landscapes.
General information
Firm type
Multi Family Office
Year founded
2003
AUM
—
Location
Region
North America
Country
—
City
Atlanta
Corporate office
3630 Peachtree Road Suite 750
Frequently asked questions
What is Crescent Wealth Advisory?
Crescent Wealth Advisory is a multi family office headquartered in Atlanta.
When was Crescent Wealth Advisory founded?
Crescent Wealth Advisory was founded in 2003.
Where is Crescent Wealth Advisory headquartered?
Crescent Wealth Advisory is headquartered in Atlanta, in the North America region.
What does Altss track for Crescent Wealth Advisory?
Altss maintains an OSINT-verified profile of Crescent Wealth Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Crescent Wealth Advisory's website?
Crescent Wealth Advisory's public website is www.crescentwealthadvisory.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Crescent Wealth Advisory?
Crescent Wealth Advisory is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Crescent Wealth Advisory?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Crescent Wealth Advisory?
Crescent Wealth Advisory's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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