# Crestmont Private Wealth LLC

> Crestmont Private Wealth LLC is an SEC-registered investment advisory firm in Boerne, TX, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 304170
- Filed as: CRESTMONT PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boerne, TX
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304170
- AdvisorCensus page: https://advisorcensus.com/firm/crestmont-private-wealth-llc-boerne-tx-304170

## Quick answers

**How is Crestmont Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crestmont Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Crestmont Private Wealth LLC located?**
Crestmont Private Wealth LLC's principal office is in Boerne, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Crestmont Private Wealth LLC registered with the SEC or a state?**
Crestmont Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304170.

**How much does Crestmont Private Wealth LLC manage?**
Crestmont Private Wealth LLC reports $362,987,469 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (97% discretionary).

**How have Crestmont Private Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Crestmont Private Wealth LLC: Regulatory assets under management: $179,660,613 in the October 2021 data and $362,987,469 in the October 2026 data, up 102%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Crestmont Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (65); corporations or other businesses not listed above (2).

**Which custodians does Crestmont Private Wealth LLC use?**
Crestmont Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Crestmont 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 SEC record: https://adviserinfo.sec.gov/firm/summary/304170

**Does Crestmont Private Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Our Firm typically requires a minimum account size of $1,000,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."

**What changed in Crestmont Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $301,660,284 to $362,987,469 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Our Firm typically requires a minimum account size of $1,000,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $362,987,469
- Discretionary: $351,155,569
- Non-discretionary: $11,831,900

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $62,119,607 |
| High net worth individuals | 65 | $300,157,795 |
| Corporations or other businesses not listed above | 2 | $710,067 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Houston, TX

### Websites listed on Form ADV (Item 1.I)
- crestmontpw.com
- iheart.com/podcast/1300-the-ascent-with-crestmont-147378839
- linktr.ee/crestmontprivatewealth
- Facebook @crestmontpw
- LinkedIn @crestmont-private-wealth
- YouTube @UC8_VNdnHDsIfET649z1cyyw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $179,660,613 | 3 | August 3, 2021 |
| October 2022 | $226,331,784 | 3 | August 10, 2022 |
| October 2023 | $221,322,295 | 4 | July 18, 2023 |
| October 2024 | $256,653,237 | 5 | August 21, 2024 |
| October 2025 | $301,660,284 | 4 | February 27, 2025 |
| October 2026 | $362,987,469 | 5 | March 10, 2026 |

Regulatory assets under management: $179,660,613 in the October 2021 data and $362,987,469 in the October 2026 data, up 102%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $301,660,284 to $362,987,469 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crestmont Private Wealth LLC (CRD 304170): Form ADV filing data as of October 2026.