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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-2024
- Office Locations
- 2
Office Locations
About Crescendo Wealth Group LLC
CRESCENDO WEALTH GROUP LLC is a San Antonio–based RIA serving retail investors, with an emphasis on entrepreneurs. The firm provides portfolio construction, asset allocation and retirement-plan guidance, with additional business-succession and insurance/life insurance planning. Client portfolios are implemented primarily through ETFs (per SMA reporting), and the firm offers a “Smart Wealth Tools” compound growth calculator on its website.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Jeremiah Anthony Sanchez
Chief Compliance Officer, Managing Member
- CRD
- #6894036
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ruth Rivera
--
- CRD
- #4081808
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,217,056 | -- |
| Non-Discretionary | $117,719,682 | -- |
| Total | $120,936,738 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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