RIA Intel›Advisers›Texas›CRESCENDO WEALTH GROUP LLC

CRESCENDO WEALTH GROUP LLC

Advisory

TX

Data as of Mar 3, 2026 · Source: SEC Form ADV

Rank in TX

#1,341

of 2,813 advisers by AUM

Average account

$2M

across 67 accounts

AUM per adviser

$60M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$121M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$121M

Discretionary AUM$3M

Non-Discretionary AUM$118M

Discretionary %2.7%

Total Clients67

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

67 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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