# Crestmont Private Wealth

Crestmont Private Wealth is a RIA based in Boerne, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boerne, United States
- **Region:** North America
- **Address:** Houston, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** crestmontpw.com
- **LinkedIn:** https://www.linkedin.com/company/crestmont-private-wealth

## Regulatory record

- **CRD number:** 304170
- **SEC file number:** 801-117388
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304170

## About

Crestmont Private Wealth was established in 2019 as a wealth manager and registered investment adviser. Its operations center on Houston and focus on advisory relationships rather than proprietary product manufacturing. The firm offers investment advisory services that include financial planning, mortgage planning, and portfolio management. Asset allocation spans public equities, fixed income, and alternative holdings through external managers. Geographic reach stays concentrated in the United States with no disclosed international offices or co-investment vehicles. No public data exists on team size, additional offices, or adjacent philanthropic vehicles. No operational events from the last 24 months appear in available records. The firm operates as a conventional RIA without disclosed hybrid structures, succession vehicles, or club memberships that would differentiate its mandate from peer advisers.

## Questions

### Who runs investment decisions at Crestmont Private Wealth?

No named principals or CIO appear in public records.

### Does Crestmont Private Wealth participate in fund commitments or only direct deals?

The firm provides portfolio management services without disclosed fund commitments or direct deal activity.

### What investment stages does Crestmont Private Wealth typically target?

No stage-specific mandate is disclosed beyond standard advisory services for existing client portfolios.

## Related profiles

- [Crestline Investors](https://altss.com/profile/crestline-investors)
- [Crestone Venture Capital](https://altss.com/profile/crestone-venture-capital)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/crestmont-private-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology