RIA Intel›Advisers›Maryland›CREST WEALTH ADVISORS LLC

CREST WEALTH ADVISORS LLC

Advisory

ANNAPOLIS, MD

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

Rank in MD

#367

of 468 advisers by AUM

Average account

$342K

across 280 accounts

AUM per adviser

$48M

2 advisers

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

Total AUM

$96M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$96M

Discretionary AUM$74M

Non-Discretionary AUM$22M

Discretionary %76.7%

Total Clients75

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

75 clients

30 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MD

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

AXIOM VALUE WEALTH MANAGEMENT LLC

$96M

BASE MANAGEMENT CO

$95M

MONTGOMERY BROTHERS INC

$96M

EICHELBERGER GRIESSER EDDY & ALMS INC

$95M

MICHAEL ANDERSEN REGISTERED INVESTMENT ADVISOR L.L.C.

$95M

CWM FINANCIAL GROUP, INC.

$95M

Get the full picture on CREST WEALTH ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CREST WEALTH ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans