# Crest Private Wealth, LLC

> Crest Private Wealth, LLC is a state-registered investment advisory firm in Memphis, TN, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 328856
- Filed as: CREST PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Memphis, TN
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328856
- AdvisorCensus page: https://advisorcensus.com/firm/crest-private-wealth-llc-memphis-tn-328856

## Quick answers

**How is Crest Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crest Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crest Private Wealth, LLC located?**
Crest Private Wealth, LLC's principal office is in Memphis, TN, according to its Form ADV.

**Is Crest Private Wealth, LLC registered with the SEC or a state?**
Crest Private Wealth, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328856.

**How much does Crest Private Wealth, LLC manage?**
Crest Private Wealth, LLC reports $10,768,267 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (3% discretionary).

**What types of clients does Crest Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (3); individuals (other than high net worth individuals) (1).

**Does Crest Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328856

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $10,768,267
- Discretionary: $325,612
- Non-discretionary: $10,442,655

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $325,612 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $10,442,655 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crest Private Wealth, LLC (CRD 328856): Form ADV filing data as of October 2026.