RIA Intel›Advisers›Tennessee›CREST PRIVATE WEALTH, LLC

CREST PRIVATE WEALTH, LLC

Advisory

MEMPHIS, TN

Data as of Feb 24, 2026 · Source: SEC Form ADV

Average account

$3M

across 4 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$326K

Non-Discretionary AUM$10M

Discretionary %3%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TN

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

4 clients

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

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

WILCO FINANCIAL, LLC

$11M

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BOULEVARD MONEY LLC

$10M

ALEXANDER ADVISORY SERVICES, LLC

$10M

TRUE EQUITY WEALTH MANAGEMENT LLC

$11M

HOSKINS FINANCIAL, LLC

$10M

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