# Crest Wealth Advisors LLC

> Crest Wealth Advisors LLC is a state-registered investment advisory firm in Annapolis, MD, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 311760
- Filed as: CREST WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311760
- AdvisorCensus page: https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760

## Quick answers

**How is Crest Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crest Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Crest Wealth Advisors LLC located?**
Crest Wealth Advisors LLC's principal office is in Annapolis, MD, according to its Form ADV.

**Is Crest Wealth Advisors LLC registered with the SEC or a state?**
Crest Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311760.

**How much does Crest Wealth Advisors LLC manage?**
Crest Wealth Advisors LLC reports $95,829,149 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (77% discretionary).

**What types of clients does Crest Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Does Crest Wealth Advisors 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/311760

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $95,829,149
- Discretionary: $73,544,780
- Non-discretionary: $22,284,369

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $16,206,801 |
| High net worth individuals | 30 | $57,337,979 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $22,284,369 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- crestwealthadvisors.com
- Facebook @CrestWealthAdvisors
- Instagram @crest_wealth
- LinkedIn @crest-wealth-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crest Wealth Advisors LLC (CRD 311760): Form ADV filing data as of October 2026.