Crestmont Private Wealth is an investment advisor in Houston with $221.32 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
834536153
SEC advisor number
801-117388
FINRA CRD number
304170
AUM ?
$221.32 mm
(as of 6 Apr 23)
Accounts
552
(as of 6 Apr 23)
Employees
5
(5 investment advisory or research)
Office hours
Monday - Friday, BY APPOINTMENT
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcgee, Samuel, Sean | Manager, CEO | 05/2019 | > 75% |
Perry, Hannah, Vinyard | Chief Compliance Officer / Director of Client Experience | 01/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
6 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22