RIA Intel›Advisers›Texas›CRESTVIEW WEALTH MANAGEMENT, LLC

CRESTVIEW WEALTH MANAGEMENT, LLC

Advisory

ROCKWALL, TX

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in TX

#1,940

of 2,813 advisers by AUM

Average account

$304K

across 108 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$33M

Discretionary AUM$32M

Non-Discretionary AUM$448K

Discretionary %98.6%

Total Clients40

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

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

40 clients

8 high-net-worth

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

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