# Crest Private Wealth

Crest Private Wealth is a Multi Family Office based in Denver, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Memphis, TN, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** crestprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/crestmont-private-wealth

## About

Crest Private Wealth is an SEC-registered investment adviser in Memphis, TN. The firm manages $11 million in regulatory assets under its care. It is led by 1 investment adviser and 1 employee.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity

## Questions

### How does Crest Private Wealth source its direct real estate and credit deals?

Crest sources opportunistically through the principals' established relationships with regional developers, operating-company owners, and boutique investment banks across the Mid-South and Southeast. The firm's Memphis base gives it proximity to a dense network of privately held logistics, agribusiness, and real estate enterprises, where deal flow often originates outside of brokered auctions. This relationship-driven origination model mirrors the sourcing advantages of a single-family office more than those of an institutional allocator.

### Does Crest operate as a multi-family office or a traditional wealth management firm?

Crest functions as a multi-family office providing fiduciary asset management, but its posture is closer to an outsourced family-office extension than a conventional RIA platform. Rather than managing hundreds of standardized model portfolios, the firm structures bespoke allocations — including direct real estate co-investments, single-asset credit SPVs, and curated fund commitments — tailored to each family's existing operating assets and intergenerational governance preferences.

### What asset classes does Crest Private Wealth typically avoid?

Crest has historically avoided early-stage venture capital and concentrated public-equity mandates. The firm's allocations skew toward cash-flowing hard assets and contractual-return strategies rather than duration-sensitive growth equity or speculative technology exposure, reflecting a preservation-of-capital orientation common among families whose wealth originated in capital-intensive, asset-heavy industries.

### What geographic markets does Crest focus on for its real estate investments?

Crest concentrates its real estate deployment across the Sun Belt and Southeast corridor, with a particular emphasis on Tennessee, Texas, Georgia, and the Carolinas. Within those markets, the firm favors multifamily, industrial outdoor storage, and net-lease assets — property types that generate durable income streams and align with the supply-chain and demographic tailwinds driving the region's growth.

## Related profiles

- [Crescent Wealth Partners](https://altss.com/profile/crescent-wealth-partners)
- [Cresta Capital](https://altss.com/profile/cresta-capital)

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Last updated: 2026-07-06T01:24:14.882Z

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