RIA Intel›Advisers›Alabama›CRIMSON WEALTH MANAGEMENT INC.

CRIMSON WEALTH MANAGEMENT INC.

Advisory

AL

Data as of Aug 23, 2026 · Source: SEC Form ADV

Average account

$397K

across 25 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 23, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$9M

Non-Discretionary AUM$1M

Discretionary %89.5%

Total Clients6

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAL

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

6 clients

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

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Advisers of similar size in AL

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

WITTER & LESTER INC

$10M

ABELE FINANCIAL GROUP LLC

$10M

L&L FINANCIAL SERVICES, LLP

$10M

STERNE AGEE ASSET MANAGEMENT, INC.

$10M

HORIZONS FINANCIAL GROUP, INC.

$10M

CLARK, GARY WILLARD

$11M

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