Crestmont Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boerne, TX. Its latest Form ADV filing, dated March 10, 2026, reports $363M in regulatory assets under management, 5 employees, 1 office, and 804 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.4% of total clients.
Top client categories% of clientsClients
1
Individuals
64.4%
121
2
HNWI
34.6%
65
3
Corporations
1.1%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$363Mas of March 10, 2026
Discretionary96.7%
$351M
97% of total RAUM96.7%
Non-discretionary3.3%
$12M
3% of total RAUM3.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$363M
Total Accounts804
10Y AUM Change+$234M (+181.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.